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 | $60,236 | $100,754-40.2% | $86,677-30.5% | $134,475-55.2% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.83% | 29.04%-48.9pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,582 | $3,489-54.6% | $2,836-44.2% | $4,740-66.6% |
| Participant deferral / active EE | $5,301 | $5,338-0.7% | $4,656+13.9% | $6,400-17.2% |
| Admin fee / account holder | $5,727 | $10,926-47.6% | $7,493-23.6% | $11,426-49.9% |