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 | $47,369 | $77,813-39.1% | $123,544-61.7% | $64,186-26.2% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.9pp |
| Annual return | -6.09% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,391 | $3,014+45.7% | $4,628-5.1% | $2,381+84.4% |
| Participant deferral / active EE | $7,666 | $5,240+46.3% | $6,426+19.3% | $3,470+121.0% |
| Admin fee / account holder | $3,075 | $5,519-44.3% | $9,284-66.9% | $4,888-37.1% |