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 | $69,998 | $92,222-24.1% | $76,768-8.8% | $135,375-48.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -7.47% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,423 | $3,216-24.7% | $2,485-2.5% | $4,779-49.3% |
| Participant deferral / active EE | $7,097 | $4,509+57.4% | $3,852+84.3% | $5,609+26.5% |
| Admin fee / account holder | $9,297 | $10,748-13.5% | $6,675+39.3% | $10,827-14.1% |