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 | $52,412 | $92,222-43.2% | $76,768-31.7% | $135,375-61.3% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,199 | $3,216-31.6% | $2,485-11.5% | $4,779-54.0% |
| Participant deferral / active EE | $4,584 | $4,509+1.7% | $3,852+19.0% | $5,609-18.3% |
| Admin fee / account holder | $384 | $10,748-96.4% | $6,675-94.2% | $10,827-96.5% |