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 | $55,682 | $72,404-23.1% | $110,238-49.5% | $64,186-13.2% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+28.0pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,237 | $2,282-2.0% | $3,826-41.5% | $2,381-6.0% |
| Participant deferral / active EE | $2,933 | $3,469-15.4% | $4,672-37.2% | $3,470-15.5% |
| Admin fee / account holder | $800 | $5,664-85.9% | $8,547-90.6% | $4,888-83.6% |