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 | $41,294 | $78,694-47.5% | $67,652-39.0% | $125,391-67.1% |
| Participation rate | 95.2% | 78.8%+16.4pp | 75.7%+19.6pp | 83.2%+12.0pp |
| Annual return | -2.50% | 9.46%-12.0pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $562 | $3,044-81.5% | $2,266-75.2% | $4,866-88.4% |
| Participant deferral / active EE | $2,067 | $4,292-51.8% | $3,560-41.9% | $5,352-61.4% |
| Admin fee / account holder | $403 | $7,403-94.6% | $4,821-91.6% | $9,540-95.8% |