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 | $54,385 | $50,958+6.7% | $74,550-27.0% | $64,186-15.3% |
| Participation rate | 82.5% | 61.1%+21.4pp | 69.1%+13.3pp | 69.6%+12.9pp |
| Annual return | -5.64% | -1.86%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $556 | $1,115-50.2% | $1,961-71.7% | $2,381-76.7% |
| Participant deferral / active EE | $3,613 | $2,301+57.0% | $3,108+16.3% | $3,470+4.1% |
| Admin fee / account holder | $964 | $4,223-77.2% | $5,060-81.0% | $4,888-80.3% |