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 | $43,177 | $127,386-66.1% | $115,037-62.5% | $125,391-65.6% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -1.02% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $4,398 | $5,166-14.9% | $4,608-4.5% | $4,866-9.6% |
| Participant deferral / active EE | $8,085 | $6,423+25.9% | $6,026+34.2% | $5,352+51.1% |
| Admin fee / account holder | $25,943 | $9,516+172.6% | $8,175+217.3% | $9,540+171.9% |