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 9-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 | $48,583 | $82,664-41.2% | $125,339-61.2% | $68,494-29.1% |
| Participation rate | 77.3% | 75.0%+2.2pp | 82.4%-5.1pp | 67.9%+9.4pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,242 | $3,381+25.5% | $4,814-11.9% | $2,596+63.4% |
| Participant deferral / active EE | $5,764 | $6,110-5.7% | $7,446-22.6% | $4,027+43.1% |
| Admin fee / account holder | $4,206 | $6,275-33.0% | $10,010-58.0% | $5,403-22.1% |