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 | $40,440 | $167,307-75.8% | $143,757-71.9% | $134,475-69.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $7,194 | $5,619+28.0% | $4,951+45.3% | $4,740+51.8% |
| Participant deferral / active EE | $3,332 | $6,446-48.3% | $5,637-40.9% | $6,400-47.9% |
| Admin fee / account holder | $5,908 | $18,088-67.3% | $14,673-59.7% | $11,426-48.3% |