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 | $42,997 | $57,354-25.0% | $83,848-48.7% | $64,186-33.0% |
| Participation rate | 97.6% | 68.6%+29.0pp | 76.1%+21.5pp | 69.6%+28.1pp |
| Annual return | -4.71% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,806 | $2,545-29.1% | $3,631-50.3% | $2,381-24.2% |
| Participant deferral / active EE | $2,596 | $2,993-13.3% | $4,082-36.4% | $3,470-25.2% |
| Admin fee / account holder | $8,110 | $4,046+100.5% | $5,478+48.0% | $4,888+65.9% |