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 | $36,865 | $73,867-50.1% | $143,757-74.4% | $68,494-46.2% |
| Participation rate | 72.2% | 66.7%+5.6pp | 80.3%-8.1pp | 67.9%+4.3pp |
| Annual return | -16.36% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $430 | $3,184-86.5% | $4,951-91.3% | $2,596-83.4% |
| Participant deferral / active EE | $2,657 | $3,384-21.5% | $5,637-52.9% | $4,027-34.0% |
| Admin fee / account holder | $3,698 | $5,755-35.7% | $14,673-74.8% | $5,403-31.6% |