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 | $51,303 | $82,664-37.9% | $125,339-59.1% | $68,494-25.1% |
| Participation rate | 73.9% | 75.0%-1.1pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | 5.77% | -5.97%+11.7pp | 572.05%-566.3pp | -7.84%+13.6pp |
| Employer contribution / active EE | $5,407 | $3,381+59.9% | $4,814+12.3% | $2,596+108.3% |
| Participant deferral / active EE | $3,570 | $6,110-41.6% | $7,446-52.1% | $4,027-11.4% |
| Admin fee / account holder | $2,190 | $6,275-65.1% | $10,010-78.1% | $5,403-59.5% |