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 | $30,686 | $73,867-58.5% | $143,757-78.7% | $68,494-55.2% |
| Participation rate | 85.4% | 66.7%+18.7pp | 80.3%+5.1pp | 67.9%+17.5pp |
| Annual return | -11.01% | 1.01%-12.0pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,774 | $3,184-44.3% | $4,951-64.2% | $2,596-31.7% |
| Participant deferral / active EE | $2,323 | $3,384-31.4% | $5,637-58.8% | $4,027-42.3% |
| Admin fee / account holder | $10,779 | $5,755+87.3% | $14,673-26.5% | $5,403+99.5% |