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 | $60,226 | $133,958-55.0% | $112,228-46.3% | $134,475-55.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -18.76% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,767 | $4,038-56.2% | $3,635-51.4% | $4,740-62.7% |
| Participant deferral / active EE | $4,533 | $5,291-14.3% | $4,728-4.1% | $6,400-29.2% |
| Admin fee / account holder | $26,292 | $7,489+251.1% | $6,410+310.2% | $11,426+130.1% |