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 | $65,463 | $82,664-20.8% | $125,339-47.8% | $68,494-4.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,442 | $3,381-27.8% | $4,814-49.3% | $2,596-5.9% |
| Participant deferral / active EE | $9,953 | $6,110+62.9% | $7,446+33.7% | $4,027+147.1% |
| Admin fee / account holder | $1,856 | $6,275-70.4% | $10,010-81.5% | $5,403-65.6% |