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 | $49,884 | $167,307-70.2% | $143,757-65.3% | $134,475-62.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.73% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,274 | $5,619-41.7% | $4,951-33.9% | $4,740-30.9% |
| Participant deferral / active EE | $11,322 | $6,446+75.7% | $5,637+100.9% | $6,400+76.9% |
| Admin fee / account holder | $5,150 | $18,088-71.5% | $14,673-64.9% | $11,426-54.9% |