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 | $61,014 | $92,222-33.8% | $76,768-20.5% | $135,375-54.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.47% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,126 | $4,509-8.5% | $3,852+7.1% | $5,609-26.4% |
| Admin fee / account holder | $654 | $10,748-93.9% | $6,675-90.2% | $10,827-94.0% |