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 | $41,850 | $77,813-46.2% | $123,544-66.1% | $64,186-34.8% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -5.50% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,447 | $3,014-52.0% | $4,628-68.7% | $2,381-39.2% |
| Participant deferral / active EE | $2,486 | $5,240-52.6% | $6,426-61.3% | $3,470-28.4% |
| Admin fee / account holder | $542 | $5,519-90.2% | $9,284-94.2% | $4,888-88.9% |