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 | $63,068 | $92,222-31.6% | $76,768-17.8% | $135,375-53.4% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -5.71% | 5.46%-11.2pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,909 | $3,216+52.6% | $2,485+97.5% | $4,779+2.7% |
| Participant deferral / active EE | $10,190 | $4,509+126.0% | $3,852+164.6% | $5,609+81.7% |
| Admin fee / account holder | $6,685 | $10,748-37.8% | $6,675+0.1% | $10,827-38.3% |