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 | $54,216 | $69,010-21.4% | $159,960-66.1% | $68,494-20.8% |
| Participation rate | 93.6% | 65.4%+28.2pp | 78.0%+15.7pp | 67.9%+25.7pp |
| Annual return | -18.75% | -9.65%-9.1pp | 408.60%-427.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,018 | $2,213-8.8% | $4,226-52.3% | $2,596-22.3% |
| Participant deferral / active EE | $3,321 | $4,212-21.2% | $6,182-46.3% | $4,027-17.5% |
| Admin fee / account holder | $863 | $4,798-82.0% | $8,698-90.1% | $5,403-84.0% |