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 | $55,163 | $92,222-40.2% | $76,768-28.1% | $135,375-59.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -7.82% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,603 | $3,216-50.2% | $2,485-35.5% | $4,779-66.5% |
| Participant deferral / active EE | $5,154 | $4,509+14.3% | $3,852+33.8% | $5,609-8.1% |
| Admin fee / account holder | $1,060 | $10,748-90.1% | $6,675-84.1% | $10,827-90.2% |