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 | $21,488 | $43,723-50.9% | $121,196-82.3% | $64,186-66.5% |
| Participation rate | 74.2% | 58.3%+15.9pp | 71.7%+2.4pp | 69.6%+4.6pp |
| Annual return | -3.37% | 68.91%-72.3pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,174 | $1,296-9.4% | $4,022-70.8% | $2,381-50.7% |
| Participant deferral / active EE | $2,588 | $2,280+13.5% | $3,344-22.6% | $3,470-25.4% |
| Admin fee / account holder | $1,325 | $3,501-62.1% | $5,019-73.6% | $4,888-72.9% |