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 | $48,513 | $94,529-48.7% | $140,016-65.4% | $64,186-24.4% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -3.25% | 7.77%-11.0pp | 651.12%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,768 | $3,812-53.6% | $5,606-68.5% | $2,381-25.7% |
| Participant deferral / active EE | $3,481 | $5,250-33.7% | $6,927-49.7% | $3,470+0.3% |
| Admin fee / account holder | $6,367 | $6,741-5.5% | $10,705-40.5% | $4,888+30.3% |