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 | $59,821 | $95,193-37.2% | $76,523-21.8% | $135,375-55.8% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -5.29% | 4.85%-10.1pp | -0.27%-5.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,103 | $3,302-36.3% | $2,647-20.6% | $4,779-56.0% |
| Participant deferral / active EE | $4,253 | $4,639-8.3% | $3,835+10.9% | $5,609-24.2% |
| Admin fee / account holder | $2,151 | $6,249-65.6% | $4,848-55.6% | $10,827-80.1% |