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 | $64,818 | $211,958-69.4% | $169,463-61.8% | $135,375-52.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -5.06% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,595 | $5,120-68.8% | $4,159-61.6% | $4,779-66.6% |
| Participant deferral / active EE | $10,766 | $6,075+77.2% | $5,277+104.0% | $5,609+91.9% |
| Admin fee / account holder | $2,238 | $11,471-80.5% | $9,109-75.4% | $10,827-79.3% |