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 | $57,064 | $133,958-57.4% | $112,228-49.2% | $134,475-57.6% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -18.31% | 47.11%-65.4pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,793 | $4,038+93.0% | $3,635+114.4% | $4,740+64.4% |
| Participant deferral / active EE | $1,553 | $5,291-70.6% | $4,728-67.2% | $6,400-75.7% |
| Admin fee / account holder | $6,291 | $7,489-16.0% | $6,410-1.9% | $11,426-44.9% |