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 | $36,360 | $94,529-61.5% | $140,016-74.0% | $64,186-43.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 87.5%+3.4pp | 69.6%+21.3pp |
| Annual return | -6.74% | 7.77%-14.5pp | 651.12%-657.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,969 | $3,812-22.1% | $5,606-47.0% | $2,381+24.7% |
| Participant deferral / active EE | $7,342 | $5,250+39.8% | $6,927+6.0% | $3,470+111.6% |
| Admin fee / account holder | $355 | $6,741-94.7% | $10,705-96.7% | $4,888-92.7% |