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 | $59,352 | $107,791-44.9% | $90,645-34.5% | $135,375-56.2% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -7.19% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,631 | $3,018+53.5% | $2,532+82.9% | $4,779-3.1% |
| Participant deferral / active EE | $8,522 | $3,872+120.1% | $3,425+148.9% | $5,609+51.9% |
| Admin fee / account holder | $1,657 | $5,930-72.1% | $4,994-66.8% | $10,827-84.7% |