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 | $62,803 | $82,664-24.0% | $125,339-49.9% | $68,494-8.3% |
| Participation rate | 75.4% | 75.0%+0.4pp | 82.4%-7.0pp | 67.9%+7.5pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,267 | $3,381-62.5% | $4,814-73.7% | $2,596-51.2% |
| Participant deferral / active EE | $10,310 | $6,110+68.7% | $7,446+38.5% | $4,027+156.0% |
| Admin fee / account holder | $5,133 | $6,275-18.2% | $10,010-48.7% | $5,403-5.0% |