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 | $57,532 | $77,813-26.1% | $123,544-53.4% | $64,186-10.4% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -6.69% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,755 | $3,014-8.6% | $4,628-40.5% | $2,381+15.7% |
| Participant deferral / active EE | $5,255 | $5,240+0.3% | $6,426-18.2% | $3,470+51.5% |
| Admin fee / account holder | $936 | $5,519-83.0% | $9,284-89.9% | $4,888-80.8% |