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 | $50,763 | $69,010-26.4% | $159,960-68.3% | $68,494-25.9% |
| Participation rate | 87.7% | 65.4%+22.3pp | 78.0%+9.8pp | 67.9%+19.8pp |
| Annual return | -17.10% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $772 | $2,213-65.1% | $4,226-81.7% | $2,596-70.3% |
| Participant deferral / active EE | $3,860 | $4,212-8.3% | $6,182-37.6% | $4,027-4.1% |
| Admin fee / account holder | $5,171 | $4,798+7.8% | $8,698-40.5% | $5,403-4.3% |