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 | $43,010 | $77,813-44.7% | $123,544-65.2% | $64,186-33.0% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,663 | $3,014-11.6% | $4,628-42.5% | $2,381+11.8% |
| Participant deferral / active EE | $6,237 | $5,240+19.0% | $6,426-2.9% | $3,470+79.8% |
| Admin fee / account holder | $14,985 | $5,519+171.5% | $9,284+61.4% | $4,888+206.6% |