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 | $63,801 | $97,044-34.3% | $83,333-23.4% | $135,375-52.9% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -6.60% | 12.31%-18.9pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,410 | $4,143-17.7% | $3,379+0.9% | $4,779-28.6% |
| Participant deferral / active EE | $9,355 | $5,964+56.9% | $5,565+68.1% | $5,609+66.8% |
| Admin fee / account holder | $523 | $8,380-93.8% | $7,510-93.0% | $10,827-95.2% |