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 | $40,854 | $52,681-22.5% | $75,781-46.1% | $59,632-31.5% |
| Participation rate | 73.3% | 67.2%+6.1pp | 75.8%-2.5pp | 68.7%+4.7pp |
| Annual return | -1.59% | 2.95%-4.5pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,208 | $2,193+0.7% | $3,323-33.6% | $2,203+0.2% |
| Participant deferral / active EE | $3,709 | $2,591+43.2% | $3,651+1.6% | $3,192+16.2% |
| Admin fee / account holder | $9,174 | $3,610+154.1% | $5,299+73.1% | $4,297+113.5% |