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 | $34,609 | $45,863-24.5% | $77,024-55.1% | $68,494-49.5% |
| Participation rate | 73.3% | 55.9%+17.4pp | 67.9%+5.4pp | 67.9%+5.4pp |
| Annual return | -18.59% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,428 | $1,650-13.5% | $2,812-49.2% | $2,596-45.0% |
| Participant deferral / active EE | $2,828 | $2,962-4.5% | $4,426-36.1% | $4,027-29.8% |
| Admin fee / account holder | $2,507 | $3,041-17.6% | $5,425-53.8% | $5,403-53.6% |