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 | $50,817 | $50,958-0.3% | $74,550-31.8% | $64,186-20.8% |
| Participation rate | 91.2% | 61.1%+30.1pp | 69.1%+22.0pp | 69.6%+21.6pp |
| Annual return | -5.03% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,207 | $1,115+187.5% | $1,961+63.5% | $2,381+34.7% |
| Participant deferral / active EE | $5,345 | $2,301+132.2% | $3,108+72.0% | $3,470+54.1% |
| Admin fee / account holder | $5,707 | $4,223+35.2% | $5,060+12.8% | $4,888+16.8% |