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 | $51,739 | $94,529-45.3% | $140,016-63.0% | $64,186-19.4% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.3pp |
| Annual return | -6.98% | 7.77%-14.7pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,999 | $3,812-47.6% | $5,606-64.3% | $2,381-16.1% |
| Participant deferral / active EE | $3,901 | $5,250-25.7% | $6,927-43.7% | $3,470+12.4% |
| Admin fee / account holder | $2,662 | $6,741-60.5% | $10,705-75.1% | $4,888-45.5% |