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 | $55,617 | $82,664-32.7% | $125,339-55.6% | $68,494-18.8% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -3.02% | -5.97%+2.9pp | 572.05%-575.1pp | -7.84%+4.8pp |
| Employer contribution / active EE | $4,979 | $3,381+47.3% | $4,814+3.4% | $2,596+91.8% |
| Participant deferral / active EE | $9,385 | $6,110+53.6% | $7,446+26.0% | $4,027+133.0% |
| Admin fee / account holder | $745 | $6,275-88.1% | $10,010-92.6% | $5,403-86.2% |