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 | $27,556 | $57,354-52.0% | $83,848-67.1% | $64,186-57.1% |
| Participation rate | 78.3% | 68.6%+9.7pp | 76.1%+2.2pp | 69.6%+8.7pp |
| Annual return | -5.93% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,906 | $2,545-25.1% | $3,631-47.5% | $2,381-19.9% |
| Participant deferral / active EE | $2,609 | $2,993-12.8% | $4,082-36.1% | $3,470-24.8% |
| Admin fee / account holder | $2,324 | $4,046-42.6% | $5,478-57.6% | $4,888-52.5% |