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 | $56,030 | $117,690-52.4% | $71,735-21.9% | $134,475-58.3% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -11.44% | 25.44%-36.9pp | 9.14%-20.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,997 | $2,525-20.9% | $1,704+17.2% | $4,740-57.9% |
| Participant deferral / active EE | $4,647 | $3,759+23.6% | $2,658+74.8% | $6,400-27.4% |
| Admin fee / account holder | $31,878 | $6,379+399.7% | $3,974+702.2% | $11,426+179.0% |