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 | $40,325 | $49,177-18.0% | $79,464-49.3% | $64,186-37.2% |
| Participation rate | 97.7% | 65.0%+32.7pp | 73.3%+24.4pp | 69.6%+28.2pp |
| Annual return | -7.93% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,591 | $2,076-23.4% | $2,800-43.2% | $2,381-33.2% |
| Participant deferral / active EE | $1,417 | $2,821-49.8% | $3,704-61.7% | $3,470-59.2% |
| Admin fee / account holder | $856 | $3,839-77.7% | $5,113-83.3% | $4,888-82.5% |