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 | $47,061 | $94,529-50.2% | $140,016-66.4% | $64,186-26.7% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -5.31% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,793 | $3,812-26.7% | $5,606-50.2% | $2,381+17.3% |
| Participant deferral / active EE | $3,469 | $5,250-33.9% | $6,927-49.9% | $3,4700% |
| Admin fee / account holder | $2,936 | $6,741-56.5% | $10,705-72.6% | $4,888-39.9% |