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 | $63,319 | $82,664-23.4% | $125,339-49.5% | $68,494-7.6% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -13.73% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,653 | $3,381-51.1% | $4,814-65.7% | $2,596-36.3% |
| Participant deferral / active EE | $3,415 | $6,110-44.1% | $7,446-54.1% | $4,027-15.2% |
| Admin fee / account holder | $17,279 | $6,275+175.3% | $10,010+72.6% | $5,403+219.8% |