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 | $29,350 | $71,883-59.2% | $86,677-66.1% | $68,494-57.1% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -16.79% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,139 | $2,173-47.6% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $2,140 | $3,779-43.4% | $4,656-54.0% | $4,027-46.9% |
| Admin fee / account holder | $3,123 | $6,112-48.9% | $7,493-58.3% | $5,403-42.2% |