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 | $48,442 | $167,307-71.0% | $143,757-66.3% | $134,475-64.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -9.18% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $3,691 | $5,619-34.3% | $4,951-25.5% | $4,740-22.1% |
| Participant deferral / active EE | $14,752 | $6,446+128.9% | $5,637+161.7% | $6,400+130.5% |
| Admin fee / account holder | $55,649 | $18,088+207.7% | $14,673+279.3% | $11,426+387.0% |