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 | $46,414 | $82,664-43.9% | $125,339-63.0% | $68,494-32.2% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,774 | $3,381-17.9% | $4,814-42.4% | $2,596+6.9% |
| Participant deferral / active EE | $6,333 | $6,110+3.6% | $7,446-15.0% | $4,027+57.3% |
| Admin fee / account holder | $7,373 | $6,275+17.5% | $10,010-26.3% | $5,403+36.5% |