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 | $32,245 | $82,664-61.0% | $125,339-74.3% | $68,494-52.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | 1.38% | -5.97%+7.3pp | 572.05%-570.7pp | -7.84%+9.2pp |
| Employer contribution / active EE | $3,801 | $3,381+12.4% | $4,814-21.0% | $2,596+46.4% |
| Participant deferral / active EE | $10,970 | $6,110+79.5% | $7,446+47.3% | $4,027+172.4% |
| Admin fee / account holder | $9,788 | $6,275+56.0% | $10,010-2.2% | $5,403+81.2% |