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 | $37,186 | $40,256-7.6% | $57,343-35.2% | $59,632-37.6% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 68.7%+28.4pp |
| Annual return | -0.14% | 27.49%-27.6pp | 24.39%-24.5pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,859 | $1,922+100.8% | $2,689+43.5% | $2,203+75.2% |
| Participant deferral / active EE | $3,534 | $2,399+47.3% | $3,162+11.7% | $3,192+10.7% |
| Admin fee / account holder | $1,631 | $2,818-42.1% | $3,356-51.4% | $4,297-62.0% |