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 | $47,753 | $82,664-42.2% | $125,339-61.9% | $68,494-30.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,873 | $3,381-15.0% | $4,814-40.3% | $2,596+10.7% |
| Participant deferral / active EE | $6,021 | $6,110-1.5% | $7,446-19.1% | $4,027+49.5% |
| Admin fee / account holder | $3,824 | $6,275-39.1% | $10,010-61.8% | $5,403-29.2% |