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 | $49,095 | $59,332-17.3% | $90,223-45.6% | $59,632-17.7% |
| Participation rate | 90.6% | 71.9%+18.7pp | 79.0%+11.6pp | 68.7%+22.0pp |
| Annual return | -2.60% | 3.25%-5.8pp | 1.31%-3.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,739 | $3,031-42.6% | $4,378-60.3% | $2,203-21.1% |
| Participant deferral / active EE | $3,165 | $4,369-27.6% | $5,792-45.4% | $3,192-0.8% |
| Admin fee / account holder | $504 | $5,032-90.0% | $7,406-93.2% | $4,297-88.3% |