See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,732 | $46,674-44.9% | $117,472-78.1% | $68,494-62.4% |
| Participation rate | 98.0% | 56.8%+41.2pp | 70.6%+27.4pp | 67.9%+30.1pp |
| Annual return | -17.70% | -14.52%-3.2pp | 29.74%-47.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,633 | $1,505+8.5% | $4,176-60.9% | $2,596-37.1% |
| Participant deferral / active EE | $3,849 | $2,636+46.0% | $4,070-5.4% | $4,027-4.4% |
| Admin fee / account holder | $1,133 | $4,020-71.8% | $5,645-79.9% | $5,403-79.0% |