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 | $39,676 | $73,867-46.3% | $143,757-72.4% | $68,494-42.1% |
| Participation rate | 81.0% | 66.7%+14.4pp | 80.3%+0.7pp | 67.9%+13.1pp |
| Annual return | -11.46% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,584 | $3,184-18.9% | $4,951-47.8% | $2,596-0.5% |
| Participant deferral / active EE | $2,354 | $3,384-30.5% | $5,637-58.2% | $4,027-41.6% |
| Admin fee / account holder | $410 | $5,755-92.9% | $14,673-97.2% | $5,403-92.4% |