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 | $57,455 | $82,664-30.5% | $125,339-54.2% | $68,494-16.1% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,249 | $3,381-3.9% | $4,814-32.5% | $2,596+25.1% |
| Participant deferral / active EE | $6,145 | $6,110+0.6% | $7,446-17.5% | $4,027+52.6% |
| Admin fee / account holder | $8,391 | $6,275+33.7% | $10,010-16.2% | $5,403+55.3% |