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 | $48,818 | $69,010-29.3% | $159,960-69.5% | $68,494-28.7% |
| Participation rate | 96.7% | 65.4%+31.3pp | 78.0%+18.7pp | 67.9%+28.8pp |
| Annual return | 17.57% | -9.65%+27.2pp | 408.60%-391.0pp | -7.84%+25.4pp |
| Employer contribution / active EE | $1,000 | $2,213-54.8% | $4,226-76.3% | $2,596-61.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,155 | $4,798+7.5% | $8,698-40.7% | $5,403-4.6% |