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 | $63,236 | $82,664-23.5% | $125,339-49.5% | $68,494-7.7% |
| Participation rate | 89.8% | 75.0%+14.8pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $802 | $3,381-76.3% | $4,814-83.3% | $2,596-69.1% |
| Participant deferral / active EE | $5,135 | $6,110-16.0% | $7,446-31.0% | $4,027+27.5% |
| Admin fee / account holder | $3,520 | $6,275-43.9% | $10,010-64.8% | $5,403-34.8% |