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 | $62,875 | $99,032-36.5% | $80,019-21.4% | $135,375-53.6% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -4.82% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,361 | $3,043+10.4% | $2,468+36.2% | $4,779-29.7% |
| Participant deferral / active EE | $6,382 | $4,282+49.0% | $3,686+73.2% | $5,609+13.8% |
| Admin fee / account holder | $26,700 | $10,436+155.8% | $6,521+309.5% | $10,827+146.6% |