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 | $54,714 | $46,674+17.2% | $117,472-53.4% | $68,494-20.1% |
| Participation rate | 98.8% | 56.8%+42.0pp | 70.6%+28.2pp | 67.9%+30.9pp |
| Annual return | -18.00% | -14.52%-3.5pp | 29.74%-47.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $5,991 | $1,505+298.2% | $4,176+43.5% | $2,596+130.8% |
| Participant deferral / active EE | $2,559 | $2,636-2.9% | $4,070-37.1% | $4,027-36.5% |
| Admin fee / account holder | $4,325 | $4,020+7.6% | $5,645-23.4% | $5,403-19.9% |