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 | $66,520 | $82,664-19.5% | $125,339-46.9% | $68,494-2.9% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -12.55% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,048 | $3,381-39.4% | $4,814-57.5% | $2,596-21.1% |
| Participant deferral / active EE | $3,190 | $6,110-47.8% | $7,446-57.2% | $4,027-20.8% |
| Admin fee / account holder | $6,437 | $6,275+2.6% | $10,010-35.7% | $5,403+19.1% |