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 | $64,773 | $82,664-21.6% | $125,339-48.3% | $68,494-5.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -4.26% | -5.97%+1.7pp | 572.05%-576.3pp | -7.84%+3.6pp |
| Employer contribution / active EE | $3,138 | $3,381-7.2% | $4,814-34.8% | $2,596+20.9% |
| Participant deferral / active EE | $5,558 | $6,110-9.0% | $7,446-25.4% | $4,027+38.0% |
| Admin fee / account holder | $2,187 | $6,275-65.1% | $10,010-78.1% | $5,403-59.5% |