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 | $57,605 | $142,344-59.5% | $119,609-51.8% | $134,475-57.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -19.41% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,697 | $5,222-29.2% | $4,232-12.6% | $4,740-22.0% |
| Participant deferral / active EE | $4,312 | $6,469-33.3% | $5,602-23.0% | $6,400-32.6% |
| Admin fee / account holder | $605 | $13,584-95.5% | $10,323-94.1% | $11,426-94.7% |