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 | $56,499 | $83,427-32.3% | $115,756-51.2% | $68,494-17.5% |
| Participation rate | 97.4% | 71.9%+25.5pp | 77.1%+20.3pp | 67.9%+29.5pp |
| Annual return | -12.31% | -10.95%-1.4pp | 143.14%-155.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,251 | $3,075-26.8% | $3,793-40.7% | $2,596-13.3% |
| Participant deferral / active EE | $5,285 | $5,355-1.3% | $6,254-15.5% | $4,027+31.2% |
| Admin fee / account holder | $9,885 | $5,708+73.2% | $8,124+21.7% | $5,403+83.0% |