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 | $56,641 | $94,529-40.1% | $140,016-59.5% | $64,186-11.8% |
| Participation rate | 93.5% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -4.88% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,139 | $3,812-43.9% | $5,606-61.9% | $2,381-10.2% |
| Participant deferral / active EE | $3,702 | $5,250-29.5% | $6,927-46.6% | $3,470+6.7% |
| Admin fee / account holder | $3,321 | $6,741-50.7% | $10,705-69.0% | $4,888-32.1% |