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 | $28,053 | $127,386-78.0% | $115,037-75.6% | $125,391-77.6% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.00% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $1,950 | $5,166-62.3% | $4,608-57.7% | $4,866-59.9% |
| Participant deferral / active EE | $3,631 | $6,423-43.5% | $6,026-39.7% | $5,352-32.1% |
| Admin fee / account holder | $9,703 | $9,516+2.0% | $8,175+18.7% | $9,540+1.7% |