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 | $29,866 | $42,894-30.4% | $60,874-50.9% | $68,494-56.4% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.2pp | 67.9%+28.4pp |
| Annual return | -7.78% | -13.98%+6.2pp | 16.90%-24.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $1,135 | $1,978-42.6% | $2,701-58.0% | $2,596-56.3% |
| Participant deferral / active EE | $3,752 | $2,867+30.9% | $3,817-1.7% | $4,027-6.8% |
| Admin fee / account holder | $1,392 | $3,101-55.1% | $3,224-56.8% | $5,403-74.2% |