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 | $72,050 | $100,754-28.5% | $86,677-16.9% | $134,475-46.4% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -19.43% | 29.04%-48.5pp | 35.91%-55.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,223 | $3,489-64.9% | $2,836-56.9% | $4,740-74.2% |
| Participant deferral / active EE | $1,859 | $5,338-65.2% | $4,656-60.1% | $6,400-70.9% |
| Admin fee / account holder | $3,822 | $10,926-65.0% | $7,493-49.0% | $11,426-66.5% |