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 | $64,502 | $27,641+133.4% | $61,373+5.1% | $68,494-5.8% |
| Participation rate | 73.0% | 39.5%+33.5pp | 52.6%+20.4pp | 67.9%+5.1pp |
| Annual return | -15.27% | -13.24%-2.0pp | 338.61%-353.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $573 | $695-17.7% | $1,159-50.6% | $2,596-77.9% |
| Participant deferral / active EE | $3,510 | $1,263+177.9% | $2,125+65.2% | $4,027-12.8% |
| Admin fee / account holder | $431 | $2,010-78.5% | $2,130-79.8% | $5,403-92.0% |