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 | $64,426 | $129,942-50.4% | $104,294-38.2% | $134,475-52.1% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -16.36% | 42.03%-58.4pp | 24.61%-41.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,668 | $4,184-36.2% | $3,372-20.9% | $4,740-43.7% |
| Participant deferral / active EE | $3,005 | $5,588-46.2% | $4,625-35.0% | $6,400-53.0% |
| Admin fee / account holder | $857 | $9,323-90.8% | $7,339-88.3% | $11,426-92.5% |