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 | $50,143 | $52,836-5.1% | $105,738-52.6% | $64,186-21.9% |
| Participation rate | 71.4% | 66.5%+4.9pp | 76.3%-4.9pp | 69.6%+1.9pp |
| Annual return | -6.32% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,137 | $1,827+17.0% | $3,268-34.6% | $2,381-10.2% |
| Participant deferral / active EE | $3,065 | $2,545+20.4% | $4,080-24.9% | $3,470-11.6% |
| Admin fee / account holder | $11,914 | $3,959+201.0% | $6,913+72.3% | $4,888+143.7% |