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 | $41,637 | $82,664-49.6% | $125,339-66.8% | $68,494-39.2% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,864 | $3,381-15.3% | $4,814-40.5% | $2,596+10.3% |
| Participant deferral / active EE | $9,056 | $6,110+48.2% | $7,446+21.6% | $4,027+124.9% |
| Admin fee / account holder | $8,549 | $6,275+36.2% | $10,010-14.6% | $5,403+58.2% |