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 | $26,559 | $77,813-65.9% | $123,544-78.5% | $64,186-58.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.28% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,584 | $3,014+18.9% | $4,628-22.6% | $2,381+50.5% |
| Participant deferral / active EE | $5,601 | $5,240+6.9% | $6,426-12.8% | $3,470+61.4% |
| Admin fee / account holder | $4,559 | $5,519-17.4% | $9,284-50.9% | $4,888-6.7% |