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 | $53,615 | $105,860-49.4% | $90,749-40.9% | $134,475-60.1% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -17.59% | -11.01%-6.6pp | -12.16%-5.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,657 | $3,462-23.3% | $2,921-9.0% | $4,740-43.9% |
| Participant deferral / active EE | $6,599 | $5,216+26.5% | $4,564+44.6% | $6,400+3.1% |
| Admin fee / account holder | $1,535 | $13,938-89.0% | $8,445-81.8% | $11,426-86.6% |