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 | $42,888 | $82,664-48.1% | $125,339-65.8% | $68,494-37.4% |
| Participation rate | 81.9% | 75.0%+6.9pp | 82.4%-0.4pp | 67.9%+14.0pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $5,904 | $3,381+74.6% | $4,814+22.7% | $2,596+127.4% |
| Participant deferral / active EE | $6,290 | $6,110+2.9% | $7,446-15.5% | $4,027+56.2% |
| Admin fee / account holder | $5,553 | $6,275-11.5% | $10,010-44.5% | $5,403+2.8% |