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 | $47,294 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -4.38% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,449 | $3,014+47.6% | $4,628-3.9% | $2,381+86.9% |
| Participant deferral / active EE | $5,806 | $5,240+10.8% | $6,426-9.6% | $3,470+67.3% |
| Admin fee / account holder | $12,087 | $5,519+119.0% | $9,284+30.2% | $4,888+147.3% |