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 | $61,738 | $92,222-33.1% | $76,768-19.6% | $135,375-54.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -6.15% | 5.46%-11.6pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,046 | $3,216-36.4% | $2,485-17.7% | $4,779-57.2% |
| Participant deferral / active EE | $3,496 | $4,509-22.5% | $3,852-9.2% | $5,609-37.7% |
| Admin fee / account holder | $17,905 | $10,748+66.6% | $6,675+168.2% | $10,827+65.4% |