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 | $41,472 | $167,307-75.2% | $143,757-71.2% | $134,475-69.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -15.40% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,695 | $5,619+54.7% | $4,951+75.6% | $4,740+83.5% |
| Participant deferral / active EE | $5,318 | $6,446-17.5% | $5,637-5.7% | $6,400-16.9% |
| Admin fee / account holder | $30,824 | $18,088+70.4% | $14,673+110.1% | $11,426+169.8% |