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 | $50,678 | $71,480-29.1% | $90,782-44.2% | $64,186-21.0% |
| Participation rate | 70.4% | 77.6%-7.2pp | 82.7%-12.3pp | 69.6%+0.8pp |
| Annual return | -4.67% | -4.25%-0.4pp | -3.42%-1.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,827 | $3,415+70.7% | $4,105+41.9% | $2,381+144.8% |
| Participant deferral / active EE | $8,193 | $4,302+90.4% | $5,366+52.7% | $3,470+136.1% |
| Admin fee / account holder | $16,683 | $6,309+164.4% | $5,908+182.4% | $4,888+241.3% |