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 | $46,038 | $72,404-36.4% | $110,238-58.2% | $64,186-28.3% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -7.40% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,663 | $2,282+16.7% | $3,826-30.4% | $2,381+11.8% |
| Participant deferral / active EE | $7,727 | $3,469+122.7% | $4,672+65.4% | $3,470+122.7% |
| Admin fee / account holder | $643 | $5,664-88.6% | $8,547-92.5% | $4,888-86.8% |