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 | $42,623 | $77,813-45.2% | $123,544-65.5% | $64,186-33.6% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | -5.37% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,280 | $3,014-24.4% | $4,628-50.7% | $2,381-4.2% |
| Participant deferral / active EE | $5,438 | $5,240+3.8% | $6,426-15.4% | $3,470+56.7% |
| Admin fee / account holder | $9,647 | $5,519+74.8% | $9,284+3.9% | $4,888+97.4% |