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 | $49,500 | $76,912-35.6% | $129,110-61.7% | $68,494-27.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | 2.33% | -9.78%+12.1pp | -10.94%+13.3pp | -7.84%+10.2pp |
| Employer contribution / active EE | $3,706 | $3,243+14.3% | $5,052-26.6% | $2,596+42.8% |
| Participant deferral / active EE | $6,042 | $4,732+27.7% | $6,542-7.6% | $4,027+50.0% |
| Admin fee / account holder | $5,832 | $6,638-12.1% | $14,302-59.2% | $5,403+7.9% |