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 | $51,324 | $81,900-37.3% | $119,609-57.1% | $68,494-25.1% |
| Participation rate | 88.1% | 71.9%+16.2pp | 79.3%+8.9pp | 67.9%+20.2pp |
| Annual return | -13.46% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,711 | $2,693-36.5% | $4,232-59.6% | $2,596-34.1% |
| Participant deferral / active EE | $8,187 | $4,148+97.4% | $5,602+46.1% | $4,027+103.3% |
| Admin fee / account holder | $1,166 | $6,582-82.3% | $10,323-88.7% | $5,403-78.4% |