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 | $39,422 | $77,813-49.3% | $123,544-68.1% | $64,186-38.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.66% | 12.48%-20.1pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,074 | $3,014-31.2% | $4,628-55.2% | $2,381-12.9% |
| Participant deferral / active EE | $4,547 | $5,240-13.2% | $6,426-29.2% | $3,470+31.1% |
| Admin fee / account holder | $6,432 | $5,519+16.5% | $9,284-30.7% | $4,888+31.6% |