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 | $55,319 | $82,664-33.1% | $125,339-55.9% | $68,494-19.2% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -11.35% | -5.97%-5.4pp | 572.05%-583.4pp | -7.84%-3.5pp |
| Employer contribution / active EE | $2,039 | $3,381-39.7% | $4,814-57.7% | $2,596-21.5% |
| Participant deferral / active EE | $5,171 | $6,110-15.4% | $7,446-30.6% | $4,027+28.4% |
| Admin fee / account holder | $18,008 | $6,275+187.0% | $10,010+79.9% | $5,403+233.3% |