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 | $46,498 | $72,404-35.8% | $110,238-57.8% | $64,186-27.6% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.2pp |
| Annual return | -5.43% | -6.29%+0.9pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,071 | $2,282+34.6% | $3,826-19.8% | $2,381+29.0% |
| Participant deferral / active EE | $5,575 | $3,469+60.7% | $4,672+19.3% | $3,470+60.7% |
| Admin fee / account holder | $12,433 | $5,664+119.5% | $8,547+45.5% | $4,888+154.4% |