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 | $60,888 | $82,664-26.3% | $125,339-51.4% | $68,494-11.1% |
| Participation rate | 81.1% | 75.0%+6.1pp | 82.4%-1.3pp | 67.9%+13.2pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,203 | $3,381-64.4% | $4,814-75.0% | $2,596-53.7% |
| Participant deferral / active EE | $4,944 | $6,110-19.1% | $7,446-33.6% | $4,027+22.8% |
| Admin fee / account holder | $2,419 | $6,275-61.5% | $10,010-75.8% | $5,403-55.2% |