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 9-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 | $60,054 | $82,664-27.4% | $125,339-52.1% | $68,494-12.3% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $5,765 | $3,381+70.5% | $4,814+19.8% | $2,596+122.1% |
| Participant deferral / active EE | $8,876 | $6,110+45.3% | $7,446+19.2% | $4,027+120.4% |
| Admin fee / account holder | $4,855 | $6,275-22.6% | $10,010-51.5% | $5,403-10.1% |