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 | $43,575 | $81,900-46.8% | $119,609-63.6% | $68,494-36.4% |
| Participation rate | 93.2% | 71.9%+21.3pp | 79.3%+14.0pp | 67.9%+25.3pp |
| Annual return | 23.48% | -23.82%+47.3pp | -14.97%+38.4pp | -7.84%+31.3pp |
| Employer contribution / active EE | $8,266 | $2,693+206.9% | $4,232+95.3% | $2,596+218.4% |
| Participant deferral / active EE | $11,941 | $4,148+187.9% | $5,602+113.1% | $4,027+196.5% |
| Admin fee / account holder | $4,283 | $6,582-34.9% | $10,323-58.5% | $5,403-20.7% |