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 | $51,416 | $57,354-10.4% | $83,848-38.7% | $64,186-19.9% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -4.81% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,930 | $2,545+15.1% | $3,631-19.3% | $2,381+23.1% |
| Participant deferral / active EE | $4,949 | $2,993+65.4% | $4,082+21.3% | $3,470+42.7% |
| Admin fee / account holder | $13,916 | $4,046+244.0% | $5,478+154.0% | $4,888+184.7% |