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 | $30,199 | $77,813-61.2% | $123,544-75.6% | $64,186-53.0% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,185 | $3,014+5.7% | $4,628-31.2% | $2,381+33.8% |
| Participant deferral / active EE | $2,626 | $5,240-49.9% | $6,426-59.1% | $3,470-24.3% |
| Admin fee / account holder | $854 | $5,519-84.5% | $9,284-90.8% | $4,888-82.5% |