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 | $47,076 | $39,162+20.2% | $100,671-53.2% | $59,632-21.1% |
| Participation rate | 70.4% | 55.9%+14.5pp | 70.7%-0.3pp | 68.7%+1.7pp |
| Annual return | 0.19% | 21.07%-20.9pp | 20.43%-20.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $318 | $1,151-72.4% | $4,012-92.1% | $2,203-85.6% |
| Participant deferral / active EE | $1,396 | $1,992-29.9% | $3,144-55.6% | $3,192-56.3% |
| Admin fee / account holder | $6,648 | $2,969+123.9% | $4,850+37.1% | $4,297+54.7% |