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 | $58,518 | $82,664-29.2% | $125,339-53.3% | $68,494-14.6% |
| Participation rate | 94.4% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,243 | $3,381-33.7% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $3,676 | $6,110-39.8% | $7,446-50.6% | $4,027-8.7% |
| Admin fee / account holder | $533 | $6,275-91.5% | $10,010-94.7% | $5,403-90.1% |