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 | $49,986 | $158,817-68.5% | $121,196-58.8% | $135,375-63.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -6.05% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $3,579 | $5,665-36.8% | $4,022-11.0% | $4,779-25.1% |
| Participant deferral / active EE | $7,871 | $4,005+96.5% | $3,344+135.3% | $5,609+40.3% |
| Admin fee / account holder | $2,847 | $6,512-56.3% | $5,019-43.3% | $10,827-73.7% |