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 | $39,300 | $77,813-49.5% | $123,544-68.2% | $64,186-38.8% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -8.08% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,481 | $3,014-17.7% | $4,628-46.4% | $2,381+4.2% |
| Participant deferral / active EE | $5,435 | $5,240+3.7% | $6,426-15.4% | $3,470+56.6% |
| Admin fee / account holder | $1,534 | $5,519-72.2% | $9,284-83.5% | $4,888-68.6% |