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 | $48,254 | $117,690-59.0% | $71,735-32.7% | $134,475-64.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 62.3%+26.6pp | 81.2%+7.7pp |
| Annual return | -16.24% | 25.44%-41.7pp | 9.14%-25.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $167 | $2,525-93.4% | $1,704-90.2% | $4,740-96.5% |
| Participant deferral / active EE | $622 | $3,759-83.4% | $2,658-76.6% | $6,400-90.3% |
| Admin fee / account holder | $1,400 | $6,379-78.1% | $3,974-64.8% | $11,426-87.7% |