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 | $66,556 | $82,664-19.5% | $125,339-46.9% | $68,494-2.8% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,119 | $3,381-37.3% | $4,814-56.0% | $2,596-18.4% |
| Participant deferral / active EE | $10,603 | $6,110+73.5% | $7,446+42.4% | $4,027+163.3% |
| Admin fee / account holder | $5,408 | $6,275-13.8% | $10,010-46.0% | $5,403+0.1% |