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 | $40,230 | $94,529-57.4% | $140,016-71.3% | $64,186-37.3% |
| Participation rate | 78.1% | 84.1%-6.0pp | 87.5%-9.4pp | 69.6%+8.6pp |
| Annual return | -5.75% | 7.77%-13.5pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,004 | $3,812-47.4% | $5,606-64.3% | $2,381-15.8% |
| Participant deferral / active EE | $3,669 | $5,250-30.1% | $6,927-47.0% | $3,470+5.8% |
| Admin fee / account holder | $9,878 | $6,741+46.5% | $10,705-7.7% | $4,888+102.1% |