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 | $59,868 | $158,817-62.3% | $121,196-50.6% | $135,375-55.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -4.67% | -0.64%-4.0pp | 16.93%-21.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,936 | $5,665-48.2% | $4,022-27.0% | $4,779-38.6% |
| Participant deferral / active EE | $4,209 | $4,005+5.1% | $3,344+25.8% | $5,609-25.0% |
| Admin fee / account holder | $7,801 | $6,512+19.8% | $5,019+55.4% | $10,827-28.0% |