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 | $20,459 | $77,813-73.7% | $123,544-83.4% | $64,186-68.1% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | -4.01% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,397 | $3,014-20.5% | $4,628-48.2% | $2,381+0.7% |
| Participant deferral / active EE | $4,255 | $5,240-18.8% | $6,426-33.8% | $3,470+22.6% |
| Admin fee / account holder | $9,221 | $5,519+67.1% | $9,284-0.7% | $4,888+88.6% |