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 | $58,484 | $56,357+3.8% | $104,294-43.9% | $68,494-14.6% |
| Participation rate | 87.3% | 63.3%+24.1pp | 73.3%+14.1pp | 67.9%+19.5pp |
| Annual return | -17.50% | -9.19%-8.3pp | 24.61%-42.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,287 | $1,960-34.4% | $3,372-61.8% | $2,596-50.4% |
| Participant deferral / active EE | $8,076 | $3,077+162.4% | $4,625+74.6% | $4,027+100.5% |
| Admin fee / account holder | $7,411 | $4,903+51.2% | $7,339+1.0% | $5,403+37.2% |