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 | $32,131 | $73,867-56.5% | $143,757-77.6% | $68,494-53.1% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -16.80% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,890 | $3,184-40.6% | $4,951-61.8% | $2,596-27.2% |
| Participant deferral / active EE | $2,961 | $3,384-12.5% | $5,637-47.5% | $4,027-26.5% |
| Admin fee / account holder | $1,570 | $5,755-72.7% | $14,673-89.3% | $5,403-70.9% |