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 | $59,856 | $69,010-13.3% | $159,960-62.6% | $68,494-12.6% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.5pp | 67.9%+4.5pp |
| Annual return | -18.43% | -9.65%-8.8pp | 408.60%-427.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,198 | $2,213-0.7% | $4,226-48.0% | $2,596-15.3% |
| Participant deferral / active EE | $5,887 | $4,212+39.8% | $6,182-4.8% | $4,027+46.2% |
| Admin fee / account holder | $6,380 | $4,798+33.0% | $8,698-26.6% | $5,403+18.1% |