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 | $56,867 | $73,867-23.0% | $143,757-60.4% | $68,494-17.0% |
| Participation rate | 93.9% | 66.7%+27.3pp | 80.3%+13.6pp | 67.9%+26.1pp |
| Annual return | -10.74% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $3,047 | $3,184-4.3% | $4,951-38.5% | $2,596+17.3% |
| Participant deferral / active EE | $3,252 | $3,384-3.9% | $5,637-42.3% | $4,027-19.3% |
| Admin fee / account holder | $675 | $5,755-88.3% | $14,673-95.4% | $5,403-87.5% |