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 | $56,686 | $92,222-38.5% | $76,768-26.2% | $135,375-58.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -3.45% | 5.46%-8.9pp | 2.43%-5.9pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,511 | $3,216-53.0% | $2,485-39.2% | $4,779-68.4% |
| Participant deferral / active EE | $5,268 | $4,509+16.9% | $3,852+36.8% | $5,609-6.1% |
| Admin fee / account holder | $11,836 | $10,748+10.1% | $6,675+77.3% | $10,827+9.3% |