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 9-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 | $60,561 | $82,664-26.7% | $125,339-51.7% | $68,494-11.6% |
| Participation rate | 75.4% | 75.0%+0.4pp | 82.4%-6.9pp | 67.9%+7.6pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,730 | $3,381-48.8% | $4,814-64.1% | $2,596-33.4% |
| Participant deferral / active EE | $13,387 | $6,110+119.1% | $7,446+79.8% | $4,027+232.4% |
| Admin fee / account holder | $2,742 | $6,275-56.3% | $10,010-72.6% | $5,403-49.2% |