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 | $59,797 | $94,529-36.7% | $140,016-57.3% | $64,186-6.8% |
| Participation rate | 83.0% | 84.1%-1.1pp | 87.5%-4.5pp | 69.6%+13.5pp |
| Annual return | -4.01% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,699 | $3,812-55.4% | $5,606-69.7% | $2,381-28.6% |
| Participant deferral / active EE | $3,730 | $5,250-28.9% | $6,927-46.1% | $3,470+7.5% |
| Admin fee / account holder | $5,121 | $6,741-24.0% | $10,705-52.2% | $4,888+4.8% |