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 | $51,160 | $82,664-38.1% | $125,339-59.2% | $68,494-25.3% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,927 | $3,381-43.0% | $4,814-60.0% | $2,596-25.8% |
| Participant deferral / active EE | $4,276 | $6,110-30.0% | $7,446-42.6% | $4,027+6.2% |
| Admin fee / account holder | $3,416 | $6,275-45.6% | $10,010-65.9% | $5,403-36.8% |