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 | $65,059 | $92,222-29.5% | $76,768-15.3% | $135,375-51.9% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -3.90% | 5.46%-9.4pp | 2.43%-6.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,485 | $3,216+70.6% | $2,485+120.7% | $4,779+14.8% |
| Participant deferral / active EE | $2,509 | $4,509-44.3% | $3,852-34.8% | $5,609-55.3% |
| Admin fee / account holder | $339 | $10,748-96.9% | $6,675-94.9% | $10,827-96.9% |