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 | $53,631 | $77,813-31.1% | $123,544-56.6% | $64,186-16.4% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,931 | $3,014-2.8% | $4,628-36.7% | $2,381+23.1% |
| Participant deferral / active EE | $6,167 | $5,240+17.7% | $6,426-4.0% | $3,470+77.7% |
| Admin fee / account holder | $1,900 | $5,519-65.6% | $9,284-79.5% | $4,888-61.1% |