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 | $31,721 | $77,813-59.2% | $123,544-74.3% | $64,186-50.6% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.3%-8.1pp | 69.6%+4.6pp |
| Annual return | -6.99% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,590 | $3,014-14.0% | $4,628-44.0% | $2,381+8.8% |
| Participant deferral / active EE | $5,103 | $5,240-2.6% | $6,426-20.6% | $3,470+47.1% |
| Admin fee / account holder | $360 | $5,519-93.5% | $9,284-96.1% | $4,888-92.6% |