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 | $61,078 | $167,307-63.5% | $143,757-57.5% | $134,475-54.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.46% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,713 | $5,619-33.9% | $4,951-25.0% | $4,740-21.7% |
| Participant deferral / active EE | $7,678 | $6,446+19.1% | $5,637+36.2% | $6,400+20.0% |
| Admin fee / account holder | $863 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |