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 | $67,100 | $127,386-47.3% | $115,037-41.7% | $125,391-46.5% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -2.92% | 31.28%-34.2pp | 26.14%-29.1pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,574 | $5,166-50.2% | $4,608-44.1% | $4,866-47.1% |
| Participant deferral / active EE | $5,685 | $6,423-11.5% | $6,026-5.7% | $5,352+6.2% |
| Admin fee / account holder | $24,097 | $9,516+153.2% | $8,175+194.8% | $9,540+152.6% |