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 | $46,757 | $65,703-28.8% | $94,224-50.4% | $59,632-21.6% |
| Participation rate | 72.2% | 72.1%+0.1pp | 78.8%-6.5pp | 68.7%+3.6pp |
| Annual return | -1.34% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $987 | $2,021-51.1% | $3,587-72.5% | $2,203-55.2% |
| Participant deferral / active EE | $1,992 | $3,143-36.6% | $4,320-53.9% | $3,192-37.6% |
| Admin fee / account holder | $2,786 | $4,264-34.7% | $6,269-55.6% | $4,297-35.2% |