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 | $28,900 | $43,723-33.9% | $121,196-76.2% | $64,186-55.0% |
| Participation rate | 72.0% | 58.3%+13.7pp | 71.7%+0.3pp | 69.6%+2.4pp |
| Annual return | -7.75% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,006 | $1,296-22.4% | $4,022-75.0% | $2,381-57.7% |
| Participant deferral / active EE | $2,628 | $2,280+15.3% | $3,344-21.4% | $3,470-24.2% |
| Admin fee / account holder | $3,225 | $3,501-7.9% | $5,019-35.8% | $4,888-34.0% |