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 | $51,505 | $73,867-30.3% | $143,757-64.2% | $68,494-24.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -18.26% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,635 | $3,184-48.7% | $4,951-67.0% | $2,596-37.0% |
| Participant deferral / active EE | $6,151 | $3,384+81.7% | $5,637+9.1% | $4,027+52.7% |
| Admin fee / account holder | $693 | $5,755-88.0% | $14,673-95.3% | $5,403-87.2% |