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 | $62,039 | $82,664-25.0% | $125,339-50.5% | $68,494-9.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,120 | $3,381+51.4% | $4,814+6.4% | $2,596+97.2% |
| Participant deferral / active EE | $3,234 | $6,110-47.1% | $7,446-56.6% | $4,027-19.7% |
| Admin fee / account holder | $5,520 | $6,275-12.0% | $10,010-44.8% | $5,403+2.2% |