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 | $52,155 | $93,024-43.9% | $77,024-32.3% | $134,475-61.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -18.68% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,618 | $3,418-52.7% | $2,812-42.5% | $4,740-65.9% |
| Participant deferral / active EE | $6,517 | $5,238+24.4% | $4,426+47.2% | $6,400+1.8% |
| Admin fee / account holder | $1,898 | $6,944-72.7% | $5,425-65.0% | $11,426-83.4% |