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 | $38,484 | $110,094-65.0% | $151,611-74.6% | $68,494-43.8% |
| Participation rate | 96.5% | 84.0%+12.5pp | 87.5%+9.0pp | 67.9%+28.6pp |
| Annual return | -7.99% | -10.12%+2.1pp | 3.33%-11.3pp | -7.84%-0.1pp |
| Employer contribution / active EE | $3,236 | $4,471-27.6% | $6,166-47.5% | $2,596+24.7% |
| Participant deferral / active EE | $7,863 | $6,527+20.5% | $8,363-6.0% | $4,027+95.2% |
| Admin fee / account holder | $5,312 | $7,719-31.2% | $11,616-54.3% | $5,403-1.7% |