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 | $52,617 | $73,867-28.8% | $143,757-63.4% | $68,494-23.2% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,922 | $3,184-8.2% | $4,951-41.0% | $2,596+12.5% |
| Participant deferral / active EE | $7,088 | $3,384+109.4% | $5,637+25.7% | $4,027+76.0% |
| Admin fee / account holder | $6,571 | $5,755+14.2% | $14,673-55.2% | $5,403+21.6% |