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 8-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 | $51,966 | $72,404-28.2% | $110,238-52.9% | $64,186-19.0% |
| Participation rate | 85.5% | 73.3%+12.2pp | 79.8%+5.7pp | 69.6%+16.0pp |
| Annual return | -4.05% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,225 | $2,282-46.3% | $3,826-68.0% | $2,381-48.5% |
| Participant deferral / active EE | $2,845 | $3,469-18.0% | $4,672-39.1% | $3,470-18.0% |
| Admin fee / account holder | $488 | $5,664-91.4% | $8,547-94.3% | $4,888-90.0% |