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 | $37,121 | $57,354-35.3% | $83,848-55.7% | $64,186-42.2% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -7.91% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,124 | $2,545+22.8% | $3,631-13.9% | $2,381+31.2% |
| Participant deferral / active EE | $5,764 | $2,993+92.6% | $4,082+41.2% | $3,470+66.1% |
| Admin fee / account holder | $887 | $4,046-78.1% | $5,478-83.8% | $4,888-81.9% |