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 | $57,789 | $140,588-58.9% | $123,104-53.1% | $125,391-53.9% |
| Participation rate | 71.4% | 88.2%-16.8pp | 86.8%-15.3pp | 83.2%-11.8pp |
| Annual return | -2.31% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,397 | $6,041-76.9% | $5,151-72.9% | $4,866-71.3% |
| Participant deferral / active EE | $2,529 | $6,980-63.8% | $6,230-59.4% | $5,352-52.7% |
| Admin fee / account holder | $420 | $11,198-96.2% | $9,015-95.3% | $9,540-95.6% |