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 | $52,640 | $72,404-27.3% | $110,238-52.2% | $64,186-18.0% |
| Participation rate | 81.3% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.8pp |
| Annual return | -4.74% | -6.29%+1.6pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,255 | $2,282-1.2% | $3,826-41.1% | $2,381-5.3% |
| Participant deferral / active EE | $6,546 | $3,469+88.7% | $4,672+40.1% | $3,470+88.7% |
| Admin fee / account holder | $10,126 | $5,664+78.8% | $8,547+18.5% | $4,888+107.2% |