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 | $50,127 | $43,327+15.7% | $59,878-16.3% | $64,186-21.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.18% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $5,618 | $2,028+177.0% | $2,722+106.4% | $2,381+136.0% |
| Participant deferral / active EE | $3,838 | $2,546+50.8% | $3,402+12.8% | $3,470+10.6% |
| Admin fee / account holder | $2,253 | $3,005-25.0% | $3,590-37.2% | $4,888-53.9% |