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 | $59,067 | $64,707-8.7% | $112,228-47.4% | $68,494-13.8% |
| Participation rate | 89.2% | 67.2%+22.1pp | 75.1%+14.2pp | 67.9%+21.3pp |
| Annual return | -16.81% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $16,892 | $2,746+515.2% | $3,635+364.8% | $2,596+550.6% |
| Participant deferral / active EE | $2,582 | $3,565-27.6% | $4,728-45.4% | $4,027-35.9% |
| Admin fee / account holder | $10,698 | $5,232+104.5% | $6,410+66.9% | $5,403+98.0% |