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 | $42,248 | $77,813-45.7% | $123,544-65.8% | $64,186-34.2% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -6.30% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,158 | $3,014+71.1% | $4,628+11.5% | $2,381+116.6% |
| Participant deferral / active EE | $6,847 | $5,240+30.7% | $6,426+6.6% | $3,470+97.3% |
| Admin fee / account holder | $1,814 | $5,519-67.1% | $9,284-80.5% | $4,888-62.9% |