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 | $45,906 | $167,307-72.6% | $143,757-68.1% | $134,475-65.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.76% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,070 | $5,619-45.4% | $4,951-38.0% | $4,740-35.2% |
| Participant deferral / active EE | $5,777 | $6,446-10.4% | $5,637+2.5% | $6,400-9.7% |
| Admin fee / account holder | $374 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |