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 | $53,258 | $100,754-47.1% | $86,677-38.6% | $134,475-60.4% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.91% | 29.04%-44.0pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,419 | $3,489-59.3% | $2,836-50.0% | $4,740-70.1% |
| Participant deferral / active EE | $3,105 | $5,338-41.8% | $4,656-33.3% | $6,400-51.5% |
| Admin fee / account holder | $1,900 | $10,926-82.6% | $7,493-74.6% | $11,426-83.4% |