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 | $53,137 | $64,707-17.9% | $112,228-52.7% | $68,494-22.4% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -19.08% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,507 | $2,746-45.1% | $3,635-58.5% | $2,596-41.9% |
| Participant deferral / active EE | $2,253 | $3,565-36.8% | $4,728-52.3% | $4,027-44.1% |
| Admin fee / account holder | $2,664 | $5,232-49.1% | $6,410-58.4% | $5,403-50.7% |