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 | $41,782 | $110,094-62.0% | $151,611-72.4% | $68,494-39.0% |
| Participation rate | 87.8% | 84.0%+3.8pp | 87.5%+0.3pp | 67.9%+19.9pp |
| Annual return | -13.97% | -10.12%-3.8pp | 3.33%-17.3pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,116 | $4,471-30.3% | $6,166-49.5% | $2,596+20.0% |
| Participant deferral / active EE | $7,014 | $6,527+7.5% | $8,363-16.1% | $4,027+74.2% |
| Admin fee / account holder | $2,476 | $7,719-67.9% | $11,616-78.7% | $5,403-54.2% |