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 | $48,338 | $94,529-48.9% | $140,016-65.5% | $64,186-24.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | -6.35% | 7.77%-14.1pp | 651.12%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,800 | $3,812-52.8% | $5,606-67.9% | $2,381-24.4% |
| Participant deferral / active EE | $3,590 | $5,250-31.6% | $6,927-48.2% | $3,470+3.5% |
| Admin fee / account holder | $2,323 | $6,741-65.5% | $10,705-78.3% | $4,888-52.5% |