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 4-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 | $36,744 | $45,863-19.9% | $77,024-52.3% | $68,494-46.4% |
| Participation rate | 92.6% | 55.9%+36.7pp | 67.9%+24.7pp | 67.9%+24.7pp |
| Annual return | -13.68% | 1.72%-15.4pp | 42.32%-56.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,735 | $1,650+5.2% | $2,812-38.3% | $2,596-33.2% |
| Participant deferral / active EE | $4,967 | $2,962+67.7% | $4,426+12.2% | $4,027+23.3% |
| Admin fee / account holder | $4,038 | $3,041+32.8% | $5,425-25.6% | $5,403-25.3% |