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 | $47,404 | $50,958-7.0% | $74,550-36.4% | $64,186-26.1% |
| Participation rate | 80.7% | 61.1%+19.6pp | 69.1%+11.6pp | 69.6%+11.1pp |
| Annual return | -4.85% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,959 | $1,115+344.7% | $1,961+152.9% | $2,381+108.3% |
| Participant deferral / active EE | $3,930 | $2,301+70.8% | $3,108+26.4% | $3,470+13.3% |
| Admin fee / account holder | $5,413 | $4,223+28.2% | $5,060+7.0% | $4,888+10.7% |