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 | $65,372 | $69,010-5.3% | $159,960-59.1% | $68,494-4.6% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -15.07% | -9.65%-5.4pp | 408.60%-423.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,749 | $2,213-21.0% | $4,226-58.6% | $2,596-32.6% |
| Participant deferral / active EE | $4,730 | $4,212+12.3% | $6,182-23.5% | $4,027+17.5% |
| Admin fee / account holder | $824 | $4,798-82.8% | $8,698-90.5% | $5,403-84.8% |