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 | $37,229 | $94,529-60.6% | $140,016-73.4% | $64,186-42.0% |
| Participation rate | 93.6% | 84.1%+9.5pp | 87.5%+6.1pp | 69.6%+24.0pp |
| Annual return | -4.25% | 7.77%-12.0pp | 651.12%-655.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,294 | $3,812-66.1% | $5,606-76.9% | $2,381-45.7% |
| Participant deferral / active EE | $3,133 | $5,250-40.3% | $6,927-54.8% | $3,470-9.7% |
| Admin fee / account holder | $1,554 | $6,741-76.9% | $10,705-85.5% | $4,888-68.2% |