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 5-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 | $46,792 | $121,341-61.4% | $189,513-75.3% | $79,386-41.1% |
| Participation rate | 76.5% | 86.1%-9.6pp | 87.8%-11.3pp | 70.7%+5.8pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,381 | $3,915-39.2% | $6,162-61.4% | $2,427-1.9% |
| Participant deferral / active EE | $4,992 | $6,395-22.0% | $8,221-39.3% | $4,046+23.4% |
| Admin fee / account holder | $7,038 | $651+980.5% | $12,045-41.6% | $626+1023.5% |