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 | $61,441 | $82,664-25.7% | $125,339-51.0% | $68,494-10.3% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,682 | $3,381-20.7% | $4,814-44.3% | $2,596+3.3% |
| Participant deferral / active EE | $7,320 | $6,110+19.8% | $7,446-1.7% | $4,027+81.8% |
| Admin fee / account holder | $6,234 | $6,275-0.7% | $10,010-37.7% | $5,403+15.4% |