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 | $63,975 | $69,010-7.3% | $159,960-60.0% | $68,494-6.6% |
| Participation rate | 77.8% | 65.4%+12.4pp | 78.0%-0.2pp | 67.9%+9.9pp |
| Annual return | -17.01% | -9.65%-7.4pp | 408.60%-425.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,665 | $2,213+20.4% | $4,226-36.9% | $2,596+2.7% |
| Participant deferral / active EE | $8,629 | $4,212+104.9% | $6,182+39.6% | $4,027+114.3% |
| Admin fee / account holder | $1,845 | $4,798-61.5% | $8,698-78.8% | $5,403-65.9% |