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 | $53,019 | $82,664-35.9% | $125,339-57.7% | $68,494-22.6% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,838 | $3,381+13.5% | $4,814-20.3% | $2,596+47.8% |
| Participant deferral / active EE | $6,016 | $6,110-1.5% | $7,446-19.2% | $4,027+49.4% |
| Admin fee / account holder | $3,364 | $6,275-46.4% | $10,010-66.4% | $5,403-37.7% |