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 | $42,569 | $77,813-45.3% | $123,544-65.5% | $64,186-33.7% |
| Participation rate | 80.8% | 74.7%+6.1pp | 82.3%-1.5pp | 69.6%+11.2pp |
| Annual return | -6.87% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,190 | $3,014-27.3% | $4,628-52.7% | $2,381-8.0% |
| Participant deferral / active EE | $5,578 | $5,240+6.5% | $6,426-13.2% | $3,470+60.8% |
| Admin fee / account holder | $1,234 | $5,519-77.6% | $9,284-86.7% | $4,888-74.7% |