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 | $50,661 | $158,817-68.1% | $121,196-58.2% | $135,375-62.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.7%+19.2pp | 82.6%+8.3pp |
| Annual return | -6.77% | -0.64%-6.1pp | 16.93%-23.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,611 | $5,665-18.6% | $4,022+14.6% | $4,779-3.5% |
| Participant deferral / active EE | $2,059 | $4,005-48.6% | $3,344-38.4% | $5,609-63.3% |
| Admin fee / account holder | $4,582 | $6,512-29.6% | $5,019-8.7% | $10,827-57.7% |