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 | $66,191 | $92,222-28.2% | $76,768-13.8% | $135,375-51.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -4.62% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,600 | $3,216-50.2% | $2,485-35.6% | $4,779-66.5% |
| Participant deferral / active EE | $3,988 | $4,509-11.5% | $3,852+3.5% | $5,609-28.9% |
| Admin fee / account holder | $8,991 | $10,748-16.4% | $6,675+34.7% | $10,827-17.0% |