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 | $26,683 | $82,664-67.7% | $125,339-78.7% | $68,494-61.0% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -16.61% | -5.97%-10.6pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,002 | $3,381-40.8% | $4,814-58.4% | $2,596-22.9% |
| Participant deferral / active EE | $5,899 | $6,110-3.5% | $7,446-20.8% | $4,027+46.5% |
| Admin fee / account holder | $5,099 | $6,275-18.7% | $10,010-49.1% | $5,403-5.6% |