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 | $72,058 | $100,754-28.5% | $86,677-16.9% | $134,475-46.4% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -10.46% | 29.04%-39.5pp | 35.91%-46.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,837 | $3,489-47.4% | $2,836-35.2% | $4,740-61.2% |
| Participant deferral / active EE | $6,493 | $5,338+21.6% | $4,656+39.5% | $6,400+1.5% |
| Admin fee / account holder | $64,946 | $10,926+494.4% | $7,493+766.7% | $11,426+468.4% |