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 | $55,078 | $175,600-68.6% | $129,110-57.3% | $134,475-59.0% |
| Participation rate | 95.7% | 81.6%+14.1pp | 77.3%+18.4pp | 81.2%+14.4pp |
| Annual return | -17.15% | -11.39%-5.8pp | -10.94%-6.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,830 | $6,355+23.2% | $5,052+55.0% | $4,740+65.2% |
| Participant deferral / active EE | $9,631 | $7,975+20.8% | $6,542+47.2% | $6,400+50.5% |
| Admin fee / account holder | $4,347 | $23,567-81.6% | $14,302-69.6% | $11,426-62.0% |