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 | $19,503 | $92,222-78.9% | $76,768-74.6% | $135,375-85.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.61% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,569 | $3,216+104.3% | $2,485+164.3% | $4,779+37.5% |
| Participant deferral / active EE | $5,715 | $4,509+26.8% | $3,852+48.4% | $5,609+1.9% |
| Admin fee / account holder | $30,421 | $10,748+183.0% | $6,675+355.8% | $10,827+181.0% |