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 | $31,479 | $82,664-61.9% | $125,339-74.9% | $68,494-54.0% |
| Participation rate | 93.5% | 75.0%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | 2.40% | -5.97%+8.4pp | 572.05%-569.7pp | -7.84%+10.2pp |
| Employer contribution / active EE | $2,563 | $3,381-24.2% | $4,814-46.8% | $2,596-1.3% |
| Participant deferral / active EE | $7,115 | $6,110+16.4% | $7,446-4.5% | $4,027+76.7% |
| Admin fee / account holder | $8,448 | $6,275+34.6% | $10,010-15.6% | $5,403+56.4% |