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 | $52,205 | $48,265+8.2% | $68,791-24.1% | $68,494-23.8% |
| Participation rate | 86.7% | 60.7%+26.0pp | 69.0%+17.6pp | 67.9%+18.8pp |
| Annual return | -16.23% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,481 | $1,829+199.7% | $2,655+106.4% | $2,596+111.1% |
| Participant deferral / active EE | $6,126 | $2,867+113.7% | $3,941+55.4% | $4,027+52.1% |
| Admin fee / account holder | $2,109 | $4,355-51.6% | $4,932-57.2% | $5,403-61.0% |