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 | $27,151 | $77,813-65.1% | $123,544-78.0% | $64,186-57.7% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | -7.44% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,510 | $3,014+16.5% | $4,628-24.2% | $2,381+47.4% |
| Participant deferral / active EE | $7,690 | $5,240+46.8% | $6,426+19.7% | $3,470+121.7% |
| Admin fee / account holder | $4,482 | $5,519-18.8% | $9,284-51.7% | $4,888-8.3% |