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 | $55,450 | $110,094-49.6% | $151,611-63.4% | $68,494-19.0% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -16.88% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $6,484 | $4,471+45.0% | $6,166+5.2% | $2,596+149.7% |
| Participant deferral / active EE | $6,834 | $6,527+4.7% | $8,363-18.3% | $4,027+69.7% |
| Admin fee / account holder | $6,740 | $7,719-12.7% | $11,616-42.0% | $5,403+24.7% |