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 5-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 | $60,161 | $64,119-6.2% | $112,228-46.4% | $66,914-10.1% |
| Participation rate | 96.1% | 68.5%+27.6pp | 75.1%+21.0pp | 69.8%+26.3pp |
| Annual return | -13.01% | -13.81%+0.8pp | 27.45%-40.5pp | 1.58%-14.6pp |
| Employer contribution / active EE | $5,919 | $3,005+97.0% | $3,635+62.9% | $2,544+132.7% |
| Participant deferral / active EE | $10,962 | $3,693+196.8% | $4,728+131.9% | $4,237+158.7% |
| Admin fee / account holder | $2,161 | $625+245.6% | $6,410-66.3% | $593+264.2% |