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 | $56,967 | $94,529-39.7% | $140,016-59.3% | $64,186-11.2% |
| Participation rate | 82.4% | 84.1%-1.7pp | 87.5%-5.1pp | 69.6%+12.8pp |
| Annual return | -6.91% | 7.77%-14.7pp | 651.12%-658.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,119 | $3,812-18.2% | $5,606-44.4% | $2,381+31.0% |
| Participant deferral / active EE | $9,759 | $5,250+85.9% | $6,927+40.9% | $3,470+181.3% |
| Admin fee / account holder | $12,832 | $6,741+90.4% | $10,705+19.9% | $4,888+162.5% |