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 | $51,028 | $167,307-69.5% | $143,757-64.5% | $134,475-62.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -12.37% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,563 | $5,619-72.2% | $4,951-68.4% | $4,740-67.0% |
| Participant deferral / active EE | $3,760 | $6,446-41.7% | $5,637-33.3% | $6,400-41.2% |
| Admin fee / account holder | $15,045 | $18,088-16.8% | $14,673+2.5% | $11,426+31.7% |