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 | $39,193 | $77,813-49.6% | $123,544-68.3% | $64,186-38.9% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -7.88% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,283 | $3,014+42.1% | $4,628-7.5% | $2,381+79.9% |
| Participant deferral / active EE | $4,682 | $5,240-10.6% | $6,426-27.1% | $3,470+35.0% |
| Admin fee / account holder | $1,403 | $5,519-74.6% | $9,284-84.9% | $4,888-71.3% |