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 | $58,410 | $167,307-65.1% | $143,757-59.4% | $134,475-56.6% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -17.05% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,563 | $5,619-54.4% | $4,951-48.2% | $4,740-45.9% |
| Participant deferral / active EE | $4,344 | $6,446-32.6% | $5,637-22.9% | $6,400-32.1% |
| Admin fee / account holder | $32,405 | $18,088+79.2% | $14,673+120.9% | $11,426+183.6% |