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 | $47,987 | $99,032-51.5% | $80,019-40.0% | $135,375-64.6% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -6.78% | 15.39%-22.2pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,162 | $3,043+69.6% | $2,468+109.2% | $4,779+8.0% |
| Participant deferral / active EE | $11,764 | $4,282+174.7% | $3,686+219.2% | $5,609+109.7% |
| Admin fee / account holder | $11,163 | $10,436+7.0% | $6,521+71.2% | $10,827+3.1% |