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 | $51,070 | $57,354-11.0% | $83,848-39.1% | $64,186-20.4% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -5.74% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,544 | $2,545-39.4% | $3,631-57.5% | $2,381-35.2% |
| Participant deferral / active EE | $3,102 | $2,993+3.6% | $4,082-24.0% | $3,470-10.6% |
| Admin fee / account holder | $2,521 | $4,046-37.7% | $5,478-54.0% | $4,888-48.4% |