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 | $50,655 | $87,540-42.1% | $75,781-33.2% | $125,391-59.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -3.09% | 13.48%-16.6pp | 9.68%-12.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,216 | $3,930-69.1% | $3,323-63.4% | $4,866-75.0% |
| Participant deferral / active EE | $1,430 | $4,229-66.2% | $3,651-60.8% | $5,352-73.3% |
| Admin fee / account holder | $1,355 | $6,502-79.2% | $5,299-74.4% | $9,540-85.8% |