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 | $51,592 | $42,894+20.3% | $60,874-15.2% | $68,494-24.7% |
| Participation rate | 92.2% | 66.8%+25.4pp | 73.1%+19.1pp | 67.9%+24.3pp |
| Annual return | -12.94% | -13.98%+1.0pp | 16.90%-29.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,736 | $1,978+38.3% | $2,701+1.3% | $2,596+5.4% |
| Participant deferral / active EE | $7,967 | $2,867+177.9% | $3,817+108.7% | $4,027+97.8% |
| Admin fee / account holder | $345 | $3,101-88.9% | $3,224-89.3% | $5,403-93.6% |