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 | $39,854 | $72,404-45.0% | $110,238-63.8% | $64,186-37.9% |
| Participation rate | 85.3% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | -4.52% | -6.29%+1.8pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,519 | $2,282-33.4% | $3,826-60.3% | $2,381-36.2% |
| Participant deferral / active EE | $4,010 | $3,469+15.6% | $4,672-14.2% | $3,470+15.6% |
| Admin fee / account holder | $8,357 | $5,664+47.5% | $8,547-2.2% | $4,888+71.0% |