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 | $29,593 | $77,813-62.0% | $123,544-76.0% | $64,186-53.9% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -3.98% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,104 | $3,014+3.0% | $4,628-32.9% | $2,381+30.4% |
| Participant deferral / active EE | $3,982 | $5,240-24.0% | $6,426-38.0% | $3,470+14.8% |
| Admin fee / account holder | $6,470 | $5,519+17.2% | $9,284-30.3% | $4,888+32.4% |