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 | $50,937 | $82,664-38.4% | $125,339-59.4% | $68,494-25.6% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,256 | $3,381-62.8% | $4,814-73.9% | $2,596-51.6% |
| Participant deferral / active EE | $5,428 | $6,110-11.2% | $7,446-27.1% | $4,027+34.8% |
| Admin fee / account holder | $1,188 | $6,275-81.1% | $10,010-88.1% | $5,403-78.0% |