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 | $55,635 | $133,958-58.5% | $112,228-50.4% | $134,475-58.6% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -15.61% | 47.11%-62.7pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,083 | $4,038-48.4% | $3,635-42.7% | $4,740-56.0% |
| Participant deferral / active EE | $7,481 | $5,291+41.4% | $4,728+58.2% | $6,400+16.9% |
| Admin fee / account holder | $6,328 | $7,489-15.5% | $6,410-1.3% | $11,426-44.6% |