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 | $47,797 | $57,354-16.7% | $83,848-43.0% | $64,186-25.5% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | 0.03% | 11.38%-11.4pp | 850.88%-850.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,200 | $2,545+25.7% | $3,631-11.9% | $2,381+34.4% |
| Participant deferral / active EE | $5,640 | $2,993+88.4% | $4,082+38.2% | $3,470+62.6% |
| Admin fee / account holder | $554 | $4,046-86.3% | $5,478-89.9% | $4,888-88.7% |