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 | $55,610 | $82,286-32.4% | $68,791-19.2% | $134,475-58.6% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -15.16% | -2.19%-13.0pp | -6.38%-8.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,332 | $3,301-29.3% | $2,655-12.2% | $4,740-50.8% |
| Participant deferral / active EE | $3,252 | $4,739-31.4% | $3,941-17.5% | $6,400-49.2% |
| Admin fee / account holder | $1,965 | $6,481-69.7% | $4,932-60.2% | $11,426-82.8% |