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 | $104,419 | $211,958-50.7% | $169,463-38.4% | $135,375-22.9% |
| Participation rate | 95.0% | 82.6%+12.4pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -4.63% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,740 | $5,120-46.5% | $4,159-34.1% | $4,779-42.7% |
| Participant deferral / active EE | $7,906 | $6,075+30.1% | $5,277+49.8% | $5,609+41.0% |
| Admin fee / account holder | $4,514 | $11,471-60.6% | $9,109-50.4% | $10,827-58.3% |