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 8-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 | $52,675 | $57,354-8.2% | $83,848-37.2% | $64,186-17.9% |
| Participation rate | 73.1% | 68.6%+4.5pp | 76.1%-3.1pp | 69.6%+3.5pp |
| Annual return | -3.64% | 11.38%-15.0pp | 850.88%-854.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,682 | $2,545-33.9% | $3,631-53.7% | $2,381-29.4% |
| Participant deferral / active EE | $3,322 | $2,993+11.0% | $4,082-18.6% | $3,470-4.3% |
| Admin fee / account holder | $7,073 | $4,046+74.8% | $5,478+29.1% | $4,888+44.7% |