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 | $55,306 | $82,664-33.1% | $125,339-55.9% | $68,494-19.3% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.2pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,448 | $3,381-27.6% | $4,814-49.2% | $2,596-5.7% |
| Participant deferral / active EE | $9,851 | $6,110+61.2% | $7,446+32.3% | $4,027+144.6% |
| Admin fee / account holder | $2,976 | $6,275-52.6% | $10,010-70.3% | $5,403-44.9% |