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 | $50,407 | $110,094-54.2% | $151,611-66.8% | $68,494-26.4% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -17.34% | -10.12%-7.2pp | 3.33%-20.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,785 | $4,471-15.3% | $6,166-38.6% | $2,596+45.8% |
| Participant deferral / active EE | $7,699 | $6,527+17.9% | $8,363-7.9% | $4,027+91.2% |
| Admin fee / account holder | $12,406 | $7,719+60.7% | $11,616+6.8% | $5,403+129.6% |