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 | $27,357 | $57,354-52.3% | $83,848-67.4% | $64,186-57.4% |
| Participation rate | 84.8% | 68.6%+16.2pp | 76.1%+8.6pp | 69.6%+15.2pp |
| Annual return | -3.19% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,536 | $2,545-0.4% | $3,631-30.1% | $2,381+6.5% |
| Participant deferral / active EE | $5,086 | $2,993+69.9% | $4,082+24.6% | $3,470+46.6% |
| Admin fee / account holder | $563 | $4,046-86.1% | $5,478-89.7% | $4,888-88.5% |