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 | $57,861 | $99,032-41.6% | $80,019-27.7% | $135,375-57.3% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | -6.62% | 15.39%-22.0pp | 11.22%-17.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,403 | $3,043-21.0% | $2,468-2.6% | $4,779-49.7% |
| Participant deferral / active EE | $5,904 | $4,282+37.9% | $3,686+60.2% | $5,609+5.3% |
| Admin fee / account holder | $4,037 | $10,436-61.3% | $6,521-38.1% | $10,827-62.7% |