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 | $58,136 | $92,222-37.0% | $76,768-24.3% | $135,375-57.1% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -4.22% | 5.46%-9.7pp | 2.43%-6.6pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,418 | $3,216-55.9% | $2,485-42.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,786 | $4,509-60.4% | $3,852-53.6% | $5,609-68.2% |
| Admin fee / account holder | $5,627 | $10,748-47.6% | $6,675-15.7% | $10,827-48.0% |