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 | $53,043 | $82,664-35.8% | $125,339-57.7% | $68,494-22.6% |
| Participation rate | 78.6% | 75.0%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,355 | $3,381-0.8% | $4,814-30.3% | $2,596+29.2% |
| Participant deferral / active EE | $7,038 | $6,110+15.2% | $7,446-5.5% | $4,027+74.8% |
| Admin fee / account holder | $26,306 | $6,275+319.2% | $10,010+162.8% | $5,403+386.9% |