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 | $51,082 | $110,094-53.6% | $151,611-66.3% | $68,494-25.4% |
| Participation rate | 88.2% | 84.0%+4.3pp | 87.5%+0.7pp | 67.9%+20.3pp |
| Annual return | -16.01% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,993 | $4,471-33.0% | $6,166-51.5% | $2,596+15.3% |
| Participant deferral / active EE | $4,328 | $6,527-33.7% | $8,363-48.2% | $4,027+7.5% |
| Admin fee / account holder | $5,699 | $7,719-26.2% | $11,616-50.9% | $5,403+5.5% |