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 | $47,990 | $69,010-30.5% | $159,960-70.0% | $68,494-29.9% |
| Participation rate | 88.2% | 65.4%+22.8pp | 78.0%+10.3pp | 67.9%+20.3pp |
| Annual return | -15.77% | -9.65%-6.1pp | 408.60%-424.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,270 | $2,213+2.6% | $4,226-46.3% | $2,596-12.6% |
| Participant deferral / active EE | $2,868 | $4,212-31.9% | $6,182-53.6% | $4,027-28.8% |
| Admin fee / account holder | $5,721 | $4,798+19.2% | $8,698-34.2% | $5,403+5.9% |