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 | $60,390 | $82,664-26.9% | $125,339-51.8% | $68,494-11.8% |
| Participation rate | 88.7% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.8pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,453 | $3,381-27.5% | $4,814-49.0% | $2,596-5.5% |
| Participant deferral / active EE | $5,288 | $6,110-13.5% | $7,446-29.0% | $4,027+31.3% |
| Admin fee / account holder | $2,779 | $6,275-55.7% | $10,010-72.2% | $5,403-48.6% |