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 | $30,133 | $82,664-63.5% | $125,339-76.0% | $68,494-56.0% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -8.80% | -5.97%-2.8pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $2,974 | $3,381-12.0% | $4,814-38.2% | $2,596+14.5% |
| Participant deferral / active EE | $7,689 | $6,110+25.8% | $7,446+3.3% | $4,027+90.9% |
| Admin fee / account holder | $3,667 | $6,275-41.6% | $10,010-63.4% | $5,403-32.1% |