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 | $53,241 | $45,863+16.1% | $77,024-30.9% | $68,494-22.3% |
| Participation rate | 80.6% | 55.9%+24.7pp | 67.9%+12.7pp | 67.9%+12.7pp |
| Annual return | -16.40% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,277 | $1,650+98.7% | $2,812+16.5% | $2,596+26.2% |
| Participant deferral / active EE | $3,618 | $2,962+22.1% | $4,426-18.3% | $4,027-10.2% |
| Admin fee / account holder | $11,058 | $3,041+263.7% | $5,425+103.8% | $5,403+104.7% |