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 | $64,476 | $129,942-50.4% | $104,294-38.2% | $134,475-52.1% |
| Participation rate | 95.2% | 79.5%+15.7pp | 73.3%+22.0pp | 81.2%+14.0pp |
| Annual return | -16.28% | 42.03%-58.3pp | 24.61%-40.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,604 | $4,184-37.8% | $3,372-22.8% | $4,740-45.1% |
| Participant deferral / active EE | $6,297 | $5,588+12.7% | $4,625+36.2% | $6,400-1.6% |
| Admin fee / account holder | $578 | $9,323-93.8% | $7,339-92.1% | $11,426-94.9% |