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 | $52,670 | $158,817-66.8% | $121,196-56.5% | $135,375-61.1% |
| Participation rate | 78.9% | 79.3%-0.4pp | 71.7%+7.2pp | 82.6%-3.7pp |
| Annual return | -7.54% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,701 | $5,665-70.0% | $4,022-57.7% | $4,779-64.4% |
| Participant deferral / active EE | $6,143 | $4,005+53.4% | $3,344+83.7% | $5,609+9.5% |
| Admin fee / account holder | $2,623 | $6,512-59.7% | $5,019-47.7% | $10,827-75.8% |