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 | $50,197 | $77,813-35.5% | $123,544-59.4% | $64,186-21.8% |
| Participation rate | 82.6% | 74.7%+7.9pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | -3.77% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,679 | $3,014-44.3% | $4,628-63.7% | $2,381-29.5% |
| Participant deferral / active EE | $3,020 | $5,240-42.4% | $6,426-53.0% | $3,470-13.0% |
| Admin fee / account holder | $11,517 | $5,519+108.7% | $9,284+24.1% | $4,888+135.6% |