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 | $54,092 | $100,754-46.3% | $86,677-37.6% | $134,475-59.8% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -7.09% | 29.04%-36.1pp | 35.91%-43.0pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,105 | $3,489-39.7% | $2,836-25.8% | $4,740-55.6% |
| Participant deferral / active EE | $4,970 | $5,338-6.9% | $4,656+6.8% | $6,400-22.3% |
| Admin fee / account holder | $2,914 | $10,926-73.3% | $7,493-61.1% | $11,426-74.5% |