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 | $34,885 | $73,867-52.8% | $143,757-75.7% | $68,494-49.1% |
| Participation rate | 97.9% | 66.7%+31.2pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -16.86% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,869 | $3,184-41.3% | $4,951-62.2% | $2,596-28.0% |
| Participant deferral / active EE | $4,867 | $3,384+43.8% | $5,637-13.7% | $4,027+20.9% |
| Admin fee / account holder | $12,876 | $5,755+123.8% | $14,673-12.2% | $5,403+138.3% |