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 | $48,908 | $73,004-33.0% | $90,749-46.1% | $68,494-28.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -7.40% | -13.81%+6.4pp | -12.16%+4.8pp | -7.84%+0.4pp |
| Employer contribution / active EE | $4,410 | $2,193+101.1% | $2,921+51.0% | $2,596+69.9% |
| Participant deferral / active EE | $4,769 | $3,627+31.5% | $4,564+4.5% | $4,027+18.4% |
| Admin fee / account holder | $3,105 | $5,896-47.3% | $8,445-63.2% | $5,403-42.5% |