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 | $49,099 | $140,588-65.1% | $123,104-60.1% | $125,391-60.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.44% | 16.80%-17.2pp | 13.22%-13.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,672 | $6,041-72.3% | $5,151-67.6% | $4,866-65.6% |
| Participant deferral / active EE | $8,342 | $6,980+19.5% | $6,230+33.9% | $5,352+55.9% |
| Admin fee / account holder | $42,008 | $11,198+275.1% | $9,015+366.0% | $9,540+340.3% |