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 | $56,512 | $77,813-27.4% | $123,544-54.3% | $64,186-12.0% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -7.13% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,109 | $3,014+135.9% | $4,628+53.6% | $2,381+198.6% |
| Participant deferral / active EE | $7,993 | $5,240+52.5% | $6,426+24.4% | $3,470+130.4% |
| Admin fee / account holder | $2,699 | $5,519-51.1% | $9,284-70.9% | $4,888-44.8% |