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 | $61,509 | $99,032-37.9% | $80,019-23.1% | $135,375-54.6% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -8.31% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,465 | $3,043-19.0% | $2,468-0.1% | $4,779-48.4% |
| Participant deferral / active EE | $4,711 | $4,282+10.0% | $3,686+27.8% | $5,609-16.0% |
| Admin fee / account holder | $506 | $10,436-95.1% | $6,521-92.2% | $10,827-95.3% |