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 6-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 | $46,208 | $73,867-37.4% | $143,757-67.9% | $68,494-32.5% |
| Participation rate | 89.1% | 66.7%+22.4pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -7.37% | 1.01%-8.4pp | -0.04%-7.3pp | -7.84%+0.5pp |
| Employer contribution / active EE | $6,143 | $3,184+92.9% | $4,951+24.1% | $2,596+136.6% |
| Participant deferral / active EE | $10,808 | $3,384+219.4% | $5,637+91.7% | $4,027+168.4% |
| Admin fee / account holder | $2,583 | $5,755-55.1% | $14,673-82.4% | $5,403-52.2% |