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 | $53,240 | $46,674+14.1% | $117,472-54.7% | $68,494-22.3% |
| Participation rate | 77.6% | 56.8%+20.8pp | 70.6%+7.0pp | 67.9%+9.7pp |
| Annual return | -17.16% | -14.52%-2.6pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,996 | $1,505+32.7% | $4,176-52.2% | $2,596-23.1% |
| Participant deferral / active EE | $3,646 | $2,636+38.3% | $4,070-10.4% | $4,027-9.5% |
| Admin fee / account holder | $5,263 | $4,020+30.9% | $5,645-6.8% | $5,403-2.6% |