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 | $56,876 | $82,664-31.2% | $125,339-54.6% | $68,494-17.0% |
| Participation rate | 71.2% | 75.0%-3.9pp | 82.4%-11.2pp | 67.9%+3.3pp |
| Annual return | -11.61% | -5.97%-5.6pp | 572.05%-583.7pp | -7.84%-3.8pp |
| Employer contribution / active EE | $11,855 | $3,381+250.6% | $4,814+146.3% | $2,596+356.6% |
| Participant deferral / active EE | $5,253 | $6,110-14.0% | $7,446-29.5% | $4,027+30.4% |
| Admin fee / account holder | $3,233 | $6,275-48.5% | $10,010-67.7% | $5,403-40.2% |