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 | $60,004 | $94,529-36.5% | $140,016-57.1% | $64,186-6.5% |
| Participation rate | 75.9% | 84.1%-8.1pp | 87.5%-11.5pp | 69.6%+6.4pp |
| Annual return | -6.88% | 7.77%-14.6pp | 651.12%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,367 | $3,812-64.1% | $5,606-75.6% | $2,381-42.6% |
| Participant deferral / active EE | $2,633 | $5,250-49.8% | $6,927-62.0% | $3,470-24.1% |
| Admin fee / account holder | $1,411 | $6,741-79.1% | $10,705-86.8% | $4,888-71.1% |