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 | $61,193 | $127,386-52.0% | $115,037-46.8% | $125,391-51.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -0.72% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,672 | $5,166-67.6% | $4,608-63.7% | $4,866-65.6% |
| Participant deferral / active EE | $10,298 | $6,423+60.3% | $6,026+70.9% | $5,352+92.4% |
| Admin fee / account holder | $15,115 | $9,516+58.8% | $8,175+84.9% | $9,540+58.4% |