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 | $55,768 | $77,813-28.3% | $123,544-54.9% | $64,186-13.1% |
| Participation rate | 97.2% | 74.7%+22.5pp | 82.3%+14.9pp | 69.6%+27.7pp |
| Annual return | -7.77% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,652 | $3,014+21.2% | $4,628-21.1% | $2,381+53.4% |
| Participant deferral / active EE | $7,350 | $5,240+40.3% | $6,426+14.4% | $3,470+111.8% |
| Admin fee / account holder | $1,995 | $5,519-63.8% | $9,284-78.5% | $4,888-59.2% |