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 | $44,594 | $82,664-46.1% | $125,339-64.4% | $68,494-34.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,605 | $3,381-22.9% | $4,814-45.9% | $2,596+0.3% |
| Participant deferral / active EE | $4,777 | $6,110-21.8% | $7,446-35.8% | $4,027+18.6% |
| Admin fee / account holder | $838 | $6,275-86.6% | $10,010-91.6% | $5,403-84.5% |