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 | $52,127 | $82,664-36.9% | $125,339-58.4% | $68,494-23.9% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,541 | $3,381-24.8% | $4,814-47.2% | $2,596-2.1% |
| Participant deferral / active EE | $5,228 | $6,110-14.4% | $7,446-29.8% | $4,027+29.8% |
| Admin fee / account holder | $8,497 | $6,275+35.4% | $10,010-15.1% | $5,403+57.3% |