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 | $69,069 | $107,791-35.9% | $90,645-23.8% | $135,375-49.0% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.0%+19.7pp | 82.6%+11.1pp |
| Annual return | -7.20% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,250 | $3,018-58.6% | $2,532-50.6% | $4,779-73.8% |
| Participant deferral / active EE | $3,440 | $3,872-11.2% | $3,425+0.5% | $5,609-38.7% |
| Admin fee / account holder | $3,851 | $5,930-35.1% | $4,994-22.9% | $10,827-64.4% |