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 | $40,912 | $71,883-43.1% | $86,677-52.8% | $68,494-40.3% |
| Participation rate | 90.4% | 72.2%+18.2pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -18.07% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,708 | $2,173-21.4% | $2,836-39.8% | $2,596-34.2% |
| Participant deferral / active EE | $4,318 | $3,779+14.3% | $4,656-7.2% | $4,027+7.2% |
| Admin fee / account holder | $7,155 | $6,112+17.1% | $7,493-4.5% | $5,403+32.4% |