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 | $42,434 | $82,664-48.7% | $125,339-66.1% | $68,494-38.0% |
| Participation rate | 78.3% | 75.0%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,893 | $3,381-14.4% | $4,814-39.9% | $2,596+11.4% |
| Participant deferral / active EE | $5,355 | $6,110-12.4% | $7,446-28.1% | $4,027+33.0% |
| Admin fee / account holder | $1,508 | $6,275-76.0% | $10,010-84.9% | $5,403-72.1% |