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 | $40,332 | $77,813-48.2% | $123,544-67.4% | $64,186-37.2% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -0.52% | 12.48%-13.0pp | 119.20%-119.7pp | 7.63%-8.1pp |
| Employer contribution / active EE | $3,649 | $3,014+21.1% | $4,628-21.1% | $2,381+53.3% |
| Participant deferral / active EE | $8,076 | $5,240+54.1% | $6,426+25.7% | $3,470+132.8% |
| Admin fee / account holder | $3,776 | $5,519-31.6% | $9,284-59.3% | $4,888-22.7% |