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 | $40,089 | $94,529-57.6% | $140,016-71.4% | $64,186-37.5% |
| Participation rate | 92.1% | 84.1%+8.0pp | 87.5%+4.6pp | 69.6%+22.5pp |
| Annual return | -5.41% | 7.77%-13.2pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,334 | $3,812-38.8% | $5,606-58.4% | $2,381-2.0% |
| Participant deferral / active EE | $4,511 | $5,250-14.1% | $6,927-34.9% | $3,470+30.0% |
| Admin fee / account holder | $667 | $6,741-90.1% | $10,705-93.8% | $4,888-86.4% |