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 | $59,283 | $82,664-28.3% | $125,339-52.7% | $68,494-13.4% |
| Participation rate | 78.8% | 75.0%+3.8pp | 82.4%-3.5pp | 67.9%+11.0pp |
| Annual return | -19.37% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,761 | $3,381+40.8% | $4,814-1.1% | $2,596+83.4% |
| Participant deferral / active EE | $6,606 | $6,110+8.1% | $7,446-11.3% | $4,027+64.0% |
| Admin fee / account holder | $3,924 | $6,275-37.5% | $10,010-60.8% | $5,403-27.4% |