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 | $47,884 | $45,863+4.4% | $77,024-37.8% | $68,494-30.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.13% | 1.72%-17.9pp | 42.32%-58.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,922 | $1,650+77.2% | $2,812+3.9% | $2,596+12.6% |
| Participant deferral / active EE | $4,772 | $2,962+61.1% | $4,426+7.8% | $4,027+18.5% |
| Admin fee / account holder | $5,909 | $3,041+94.3% | $5,425+8.9% | $5,403+9.4% |