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 | $47,295 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.82% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,608 | $3,014-13.5% | $4,628-43.7% | $2,381+9.5% |
| Participant deferral / active EE | $5,971 | $5,240+13.9% | $6,426-7.1% | $3,470+72.1% |
| Admin fee / account holder | $8,366 | $5,519+51.6% | $9,284-9.9% | $4,888+71.1% |