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 | $26,003 | $57,354-54.7% | $83,848-69.0% | $64,186-59.5% |
| Participation rate | 79.3% | 68.6%+10.7pp | 76.1%+3.2pp | 69.6%+9.7pp |
| Annual return | -8.10% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,197 | $2,545-53.0% | $3,631-67.0% | $2,381-49.7% |
| Participant deferral / active EE | $2,499 | $2,993-16.5% | $4,082-38.8% | $3,470-28.0% |
| Admin fee / account holder | $7,503 | $4,046+85.5% | $5,478+37.0% | $4,888+53.5% |