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 7-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 | $49,532 | $53,596-7.6% | $90,645-45.4% | $64,186-22.8% |
| Participation rate | 75.8% | 64.5%+11.2pp | 74.0%+1.7pp | 69.6%+6.2pp |
| Annual return | -4.94% | 4.41%-9.4pp | 1.88%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $5,458 | $1,503+263.1% | $2,532+115.6% | $2,381+129.2% |
| Participant deferral / active EE | $1,893 | $2,459-23.0% | $3,425-44.7% | $3,470-45.4% |
| Admin fee / account holder | $2,649 | $3,868-31.5% | $4,994-47.0% | $4,888-45.8% |