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 | $42,070 | $52,681-20.1% | $75,781-44.5% | $59,632-29.5% |
| Participation rate | 74.7% | 67.2%+7.5pp | 75.8%-1.1pp | 68.7%+6.0pp |
| Annual return | -2.47% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,798 | $2,193-18.0% | $3,323-45.9% | $2,203-18.4% |
| Participant deferral / active EE | $4,520 | $2,591+74.5% | $3,651+23.8% | $3,192+41.6% |
| Admin fee / account holder | $1,448 | $3,610-59.9% | $5,299-72.7% | $4,297-66.3% |