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 | $41,285 | $100,754-59.0% | $86,677-52.4% | $134,475-69.3% |
| Participation rate | 91.7% | 78.9%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -14.98% | 29.04%-44.0pp | 35.91%-50.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,960 | $3,489-15.2% | $2,836+4.4% | $4,740-37.5% |
| Participant deferral / active EE | $4,930 | $5,338-7.6% | $4,656+5.9% | $6,400-23.0% |
| Admin fee / account holder | $699 | $10,926-93.6% | $7,493-90.7% | $11,426-93.9% |