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 | $56,396 | $77,813-27.5% | $123,544-54.4% | $64,186-12.1% |
| Participation rate | 91.3% | 74.7%+16.6pp | 82.3%+9.0pp | 69.6%+21.7pp |
| Annual return | -5.40% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,113 | $3,014-29.9% | $4,628-54.3% | $2,381-11.3% |
| Participant deferral / active EE | $7,134 | $5,240+36.1% | $6,426+11.0% | $3,470+105.6% |
| Admin fee / account holder | $547 | $5,519-90.1% | $9,284-94.1% | $4,888-88.8% |