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 | $25,526 | $43,723-41.6% | $121,196-78.9% | $64,186-60.2% |
| Participation rate | 95.8% | 58.3%+37.5pp | 71.7%+24.1pp | 69.6%+26.3pp |
| Annual return | -7.44% | 68.91%-76.3pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,910 | $1,296+47.4% | $4,022-52.5% | $2,381-19.8% |
| Participant deferral / active EE | $3,039 | $2,280+33.3% | $3,344-9.1% | $3,470-12.4% |
| Admin fee / account holder | $2,759 | $3,501-21.2% | $5,019-45.0% | $4,888-43.6% |