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 | $31,602 | $46,674-32.3% | $117,472-73.1% | $68,494-53.9% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -16.91% | -14.52%-2.4pp | 29.74%-46.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,037 | $1,505-31.1% | $4,176-75.2% | $2,596-60.0% |
| Participant deferral / active EE | $3,197 | $2,636+21.3% | $4,070-21.5% | $4,027-20.6% |
| Admin fee / account holder | $3,854 | $4,020-4.1% | $5,645-31.7% | $5,403-28.7% |