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 9-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 | $61,793 | $82,664-25.2% | $125,339-50.7% | $68,494-9.8% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,276 | $3,381-32.7% | $4,814-52.7% | $2,596-12.3% |
| Participant deferral / active EE | $3,880 | $6,110-36.5% | $7,446-47.9% | $4,027-3.7% |
| Admin fee / account holder | $673 | $6,275-89.3% | $10,010-93.3% | $5,403-87.5% |