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 | $48,757 | $43,327+12.5% | $59,878-18.6% | $64,186-24.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.37% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $627 | $2,028-69.1% | $2,722-77.0% | $2,381-73.7% |
| Participant deferral / active EE | $5,713 | $2,546+124.4% | $3,402+67.9% | $3,470+64.6% |
| Admin fee / account holder | $1,375 | $3,005-54.2% | $3,590-61.7% | $4,888-71.9% |