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 | $57,723 | $82,664-30.2% | $125,339-53.9% | $68,494-15.7% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.5pp | 67.9%+21.9pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,815 | $3,381+12.8% | $4,814-20.7% | $2,596+46.9% |
| Participant deferral / active EE | $7,481 | $6,110+22.4% | $7,446+0.5% | $4,027+85.8% |
| Admin fee / account holder | $1,332 | $6,275-78.8% | $10,010-86.7% | $5,403-75.3% |