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 | $39,548 | $57,354-31.0% | $83,848-52.8% | $64,186-38.4% |
| Participation rate | 74.6% | 68.6%+6.0pp | 76.1%-1.6pp | 69.6%+5.0pp |
| Annual return | -6.92% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,195 | $2,545-53.1% | $3,631-67.1% | $2,381-49.8% |
| Participant deferral / active EE | $5,146 | $2,993+71.9% | $4,082+26.1% | $3,470+48.3% |
| Admin fee / account holder | $637 | $4,046-84.2% | $5,478-88.4% | $4,888-87.0% |