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 | $34,841 | $43,723-20.3% | $121,196-71.3% | $64,186-45.7% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | -7.08% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,149 | $1,296-11.4% | $4,022-71.4% | $2,381-51.7% |
| Participant deferral / active EE | $3,090 | $2,280+35.5% | $3,344-7.6% | $3,470-10.9% |
| Admin fee / account holder | $4,729 | $3,501+35.1% | $5,019-5.8% | $4,888-3.2% |