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 | $43,088 | $72,404-40.5% | $110,238-60.9% | $64,186-32.9% |
| Participation rate | 83.0% | 73.3%+9.7pp | 79.8%+3.2pp | 69.6%+13.5pp |
| Annual return | -4.47% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,403 | $2,282+49.2% | $3,826-11.1% | $2,381+42.9% |
| Participant deferral / active EE | $4,880 | $3,469+40.7% | $4,672+4.5% | $3,470+40.7% |
| Admin fee / account holder | $8,660 | $5,664+52.9% | $8,547+1.3% | $4,888+77.2% |