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 | $54,003 | $64,707-16.5% | $112,228-51.9% | $68,494-21.2% |
| Participation rate | 84.6% | 67.2%+17.5pp | 75.1%+9.6pp | 67.9%+16.7pp |
| Annual return | -13.35% | -11.40%-1.9pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,052 | $2,746+120.4% | $3,635+66.5% | $2,596+133.1% |
| Participant deferral / active EE | $2,277 | $3,565-36.1% | $4,728-51.8% | $4,027-43.5% |
| Admin fee / account holder | $11,303 | $5,232+116.0% | $6,410+76.3% | $5,403+109.2% |