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 | $50,169 | $77,813-35.5% | $123,544-59.4% | $64,186-21.8% |
| Participation rate | 91.1% | 74.7%+16.4pp | 82.3%+8.8pp | 69.6%+21.6pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,838 | $3,014-5.8% | $4,628-38.7% | $2,381+19.2% |
| Participant deferral / active EE | $6,304 | $5,240+20.3% | $6,426-1.9% | $3,470+81.7% |
| Admin fee / account holder | $3,453 | $5,519-37.4% | $9,284-62.8% | $4,888-29.4% |