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 | $61,100 | $95,193-35.8% | $76,523-20.2% | $135,375-54.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.88% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,292 | $3,302-60.9% | $2,647-51.2% | $4,779-73.0% |
| Participant deferral / active EE | $5,777 | $4,639+24.5% | $3,835+50.6% | $5,609+3.0% |
| Admin fee / account holder | $575 | $6,249-90.8% | $4,848-88.1% | $10,827-94.7% |