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 | $25,798 | $77,813-66.8% | $123,544-79.1% | $64,186-59.8% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,884 | $3,014-4.3% | $4,628-37.7% | $2,381+21.2% |
| Participant deferral / active EE | $2,896 | $5,240-44.7% | $6,426-54.9% | $3,470-16.5% |
| Admin fee / account holder | $4,561 | $5,519-17.4% | $9,284-50.9% | $4,888-6.7% |