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 | $68,814 | $211,958-67.5% | $169,463-59.4% | $135,375-49.2% |
| Participation rate | 95.0% | 82.6%+12.4pp | 77.8%+17.2pp | 82.6%+12.4pp |
| Annual return | -5.95% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $7,772 | $5,120+51.8% | $4,159+86.9% | $4,779+62.6% |
| Participant deferral / active EE | $2,899 | $6,075-52.3% | $5,277-45.1% | $5,609-48.3% |
| Admin fee / account holder | $2,556 | $11,471-77.7% | $9,109-71.9% | $10,827-76.4% |