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 | $50,989 | $211,958-75.9% | $169,463-69.9% | $135,375-62.3% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -8.18% | 3.26%-11.4pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,610 | $5,120-68.6% | $4,159-61.3% | $4,779-66.3% |
| Participant deferral / active EE | $5,429 | $6,075-10.6% | $5,277+2.9% | $5,609-3.2% |
| Admin fee / account holder | $1,728 | $11,471-84.9% | $9,109-81.0% | $10,827-84.0% |