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 | $38,841 | $77,813-50.1% | $123,544-68.6% | $64,186-39.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -1.27% | 12.48%-13.8pp | 119.20%-120.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,007 | $3,014-33.4% | $4,628-56.6% | $2,381-15.7% |
| Participant deferral / active EE | $6,381 | $5,240+21.8% | $6,426-0.7% | $3,470+83.9% |
| Admin fee / account holder | $1,085 | $5,519-80.3% | $9,284-88.3% | $4,888-77.8% |