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 | $69,324 | $92,222-24.8% | $76,768-9.7% | $135,375-48.8% |
| Participation rate | 92.9% | 79.8%+13.1pp | 77.0%+15.9pp | 82.6%+10.2pp |
| Annual return | -5.89% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $6,493 | $3,216+101.9% | $2,485+161.3% | $4,779+35.9% |
| Participant deferral / active EE | $5,482 | $4,509+21.6% | $3,852+42.3% | $5,609-2.3% |
| Admin fee / account holder | $406 | $10,748-96.2% | $6,675-93.9% | $10,827-96.2% |