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 | $65,326 | $82,664-21.0% | $125,339-47.9% | $68,494-4.6% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $978 | $3,381-71.1% | $4,814-79.7% | $2,596-62.3% |
| Participant deferral / active EE | $5,130 | $6,110-16.0% | $7,446-31.1% | $4,027+27.4% |
| Admin fee / account holder | $695 | $6,275-88.9% | $10,010-93.1% | $5,403-87.1% |