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 | $60,422 | $211,958-71.5% | $169,463-64.3% | $135,375-55.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -7.36% | 3.26%-10.6pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,103 | $5,120-78.5% | $4,159-73.5% | $4,779-76.9% |
| Participant deferral / active EE | $4,694 | $6,075-22.7% | $5,277-11.0% | $5,609-16.3% |
| Admin fee / account holder | $594 | $11,471-94.8% | $9,109-93.5% | $10,827-94.5% |