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 | $52,787 | $76,912-31.4% | $129,110-59.1% | $68,494-22.9% |
| Participation rate | 83.3% | 69.1%+14.2pp | 77.3%+6.1pp | 67.9%+15.4pp |
| Annual return | -11.85% | -9.78%-2.1pp | -10.94%-0.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,486 | $3,243-54.2% | $5,052-70.6% | $2,596-42.8% |
| Participant deferral / active EE | $3,697 | $4,732-21.9% | $6,542-43.5% | $4,027-8.2% |
| Admin fee / account holder | $7,599 | $6,638+14.5% | $14,302-46.9% | $5,403+40.6% |