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 | $52,204 | $59,107-11.7% | $86,436-39.6% | $68,494-23.8% |
| Participation rate | 94.9% | 75.2%+19.6pp | 80.3%+14.5pp | 67.9%+27.0pp |
| Annual return | -12.73% | -0.23%-12.5pp | 4394.89%-4407.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,285 | $2,519-49.0% | $3,769-65.9% | $2,596-50.5% |
| Participant deferral / active EE | $5,733 | $5,901-2.8% | $6,952-17.5% | $4,027+42.4% |
| Admin fee / account holder | $1,565 | $5,637-72.2% | $6,731-76.7% | $5,403-71.0% |