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 | $53,854 | $77,813-30.8% | $123,544-56.4% | $64,186-16.1% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.3%-2.0pp | 69.6%+10.8pp |
| Annual return | -0.97% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $4,439 | $3,014+47.3% | $4,628-4.1% | $2,381+86.5% |
| Participant deferral / active EE | $12,531 | $5,240+139.2% | $6,426+95.0% | $3,470+261.2% |
| Admin fee / account holder | $12,211 | $5,519+121.3% | $9,284+31.5% | $4,888+149.8% |