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 | $36,792 | $71,883-48.8% | $86,677-57.6% | $68,494-46.3% |
| Participation rate | 98.7% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.8pp |
| Annual return | -11.14% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,780 | $2,173+28.0% | $2,836-2.0% | $2,596+7.1% |
| Participant deferral / active EE | $2,824 | $3,779-25.3% | $4,656-39.3% | $4,027-29.9% |
| Admin fee / account holder | $3,405 | $6,112-44.3% | $7,493-54.6% | $5,403-37.0% |