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 | $45,257 | $92,222-50.9% | $76,768-41.0% | $135,375-66.6% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -4.83% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,225 | $3,216+0.3% | $2,485+29.8% | $4,779-32.5% |
| Participant deferral / active EE | $5,745 | $4,509+27.4% | $3,852+49.2% | $5,609+2.4% |
| Admin fee / account holder | $7,182 | $10,748-33.2% | $6,675+7.6% | $10,827-33.7% |