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 | $55,272 | $57,354-3.6% | $83,848-34.1% | $64,186-13.9% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.7pp |
| Annual return | -5.70% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $2,960 | $2,993-1.1% | $4,082-27.5% | $3,470-14.7% |
| Admin fee / account holder | $2,424 | $4,046-40.1% | $5,478-55.7% | $4,888-50.4% |