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 | $54,538 | $82,032-33.5% | $123,104-55.7% | $59,632-8.5% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | -0.55% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,212 | $3,297-32.9% | $5,151-57.1% | $2,203+0.4% |
| Participant deferral / active EE | $9,112 | $4,667+95.3% | $6,230+46.3% | $3,192+185.5% |
| Admin fee / account holder | $6,380 | $5,881+8.5% | $9,015-29.2% | $4,297+48.5% |