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 | $54,102 | $57,354-5.7% | $83,848-35.5% | $64,186-15.7% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | -3.27% | 11.38%-14.7pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,388 | $2,545-45.5% | $3,631-61.8% | $2,381-41.7% |
| Participant deferral / active EE | $4,315 | $2,993+44.2% | $4,082+5.7% | $3,470+24.4% |
| Admin fee / account holder | $3,872 | $4,046-4.3% | $5,478-29.3% | $4,888-20.8% |