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 | $33,693 | $57,354-41.3% | $83,848-59.8% | $64,186-47.5% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -8.58% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,690 | $2,545+5.7% | $3,631-25.9% | $2,381+13.0% |
| Participant deferral / active EE | $5,735 | $2,993+91.6% | $4,082+40.5% | $3,470+65.3% |
| Admin fee / account holder | $732 | $4,046-81.9% | $5,478-86.6% | $4,888-85.0% |