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 | $31,341 | $100,754-68.9% | $86,677-63.8% | $134,475-76.7% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -12.98% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,212 | $3,489-36.6% | $2,836-22.0% | $4,740-53.3% |
| Participant deferral / active EE | $5,488 | $5,338+2.8% | $4,656+17.9% | $6,400-14.3% |
| Admin fee / account holder | $3,313 | $10,926-69.7% | $7,493-55.8% | $11,426-71.0% |