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 | $51,007 | $82,664-38.3% | $125,339-59.3% | $68,494-25.5% |
| Participation rate | 74.4% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -11.28% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $3,003 | $3,381-11.2% | $4,814-37.6% | $2,596+15.7% |
| Participant deferral / active EE | $7,417 | $6,110+21.4% | $7,446-0.4% | $4,027+84.2% |
| Admin fee / account holder | $5,678 | $6,275-9.5% | $10,010-43.3% | $5,403+5.1% |