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 | $47,292 | $59,107-20.0% | $86,436-45.3% | $68,494-31.0% |
| Participation rate | 91.7% | 75.2%+16.4pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -17.79% | -0.23%-17.6pp | 4394.89%-4412.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,027 | $2,519+20.2% | $3,769-19.7% | $2,596+16.6% |
| Participant deferral / active EE | $5,933 | $5,901+0.5% | $6,952-14.7% | $4,027+47.3% |
| Admin fee / account holder | $680 | $5,637-87.9% | $6,731-89.9% | $5,403-87.4% |