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 | $46,880 | $82,664-43.3% | $125,339-62.6% | $68,494-31.6% |
| Participation rate | 71.6% | 75.0%-3.4pp | 82.4%-10.7pp | 67.9%+3.7pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,354 | $3,381-30.4% | $4,814-51.1% | $2,596-9.3% |
| Participant deferral / active EE | $5,661 | $6,110-7.3% | $7,446-24.0% | $4,027+40.6% |
| Admin fee / account holder | $3,506 | $6,275-44.1% | $10,010-65.0% | $5,403-35.1% |