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 | $50,890 | $81,900-37.9% | $119,609-57.5% | $68,494-25.7% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -17.56% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,536 | $2,693-43.0% | $4,232-63.7% | $2,596-40.9% |
| Participant deferral / active EE | $2,133 | $4,148-48.6% | $5,602-61.9% | $4,027-47.0% |
| Admin fee / account holder | $1,562 | $6,582-76.3% | $10,323-84.9% | $5,403-71.1% |