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 | $46,953 | $87,705-46.5% | $63,517-26.1% | $125,391-62.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 2.46% | 21.70%-19.2pp | -70.30%+72.8pp | 282.22%-279.8pp |
| Employer contribution / active EE | $588 | $3,601-83.7% | $2,322-74.7% | $4,866-87.9% |
| Participant deferral / active EE | $888 | $3,939-77.5% | $2,953-69.9% | $5,352-83.4% |
| Admin fee / account holder | $1,758 | $11,948-85.3% | $5,892-70.2% | $9,540-81.6% |