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 | $63,838 | $84,527-24.5% | $67,711-5.7% | $125,391-49.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 67.5%+3.9pp | 83.2%-11.8pp |
| Annual return | -1.48% | 2.57%-4.0pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $3,137 | $3,292-4.7% | $2,559+22.6% | $4,866-35.5% |
| Participant deferral / active EE | $3,615 | $4,429-18.4% | $3,585+0.8% | $5,352-32.4% |
| Admin fee / account holder | $756 | $5,340-85.8% | $4,255-82.2% | $9,540-92.1% |