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 | $39,351 | $167,484-76.5% | $151,611-74.0% | $134,475-70.7% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -19.89% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,853 | $6,829-43.6% | $6,166-37.5% | $4,740-18.7% |
| Participant deferral / active EE | $8,929 | $8,986-0.6% | $8,363+6.8% | $6,400+39.5% |
| Admin fee / account holder | $359 | $13,783-97.4% | $11,616-96.9% | $11,426-96.9% |