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 | $64,117 | $107,791-40.5% | $90,645-29.3% | $135,375-52.6% |
| Participation rate | 91.7% | 78.0%+13.6pp | 74.0%+17.6pp | 82.6%+9.0pp |
| Annual return | -8.58% | -0.90%-7.7pp | 1.88%-10.5pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,104 | $3,018-30.3% | $2,532-16.9% | $4,779-56.0% |
| Participant deferral / active EE | $4,236 | $3,872+9.4% | $3,425+23.7% | $5,609-24.5% |
| Admin fee / account holder | $431 | $5,930-92.7% | $4,994-91.4% | $10,827-96.0% |