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 | $57,902 | $167,307-65.4% | $143,757-59.7% | $134,475-56.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -18.45% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,317 | $5,619-5.4% | $4,951+7.4% | $4,740+12.2% |
| Participant deferral / active EE | $5,508 | $6,446-14.6% | $5,637-2.3% | $6,400-13.9% |
| Admin fee / account holder | $69,512 | $18,088+284.3% | $14,673+373.7% | $11,426+508.4% |