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 | $54,777 | $97,044-43.6% | $83,333-34.3% | $135,375-59.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -2.90% | 12.31%-15.2pp | 10.63%-13.5pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,866 | $4,143-30.8% | $3,379-15.2% | $4,779-40.0% |
| Participant deferral / active EE | $9,782 | $5,964+64.0% | $5,565+75.8% | $5,609+74.4% |
| Admin fee / account holder | $2,614 | $8,380-68.8% | $7,510-65.2% | $10,827-75.9% |