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 | $49,946 | $82,664-39.6% | $125,339-60.2% | $68,494-27.1% |
| Participation rate | 81.7% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.8pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,494 | $3,381-26.2% | $4,814-48.2% | $2,596-3.9% |
| Participant deferral / active EE | $4,916 | $6,110-19.5% | $7,446-34.0% | $4,027+22.1% |
| Admin fee / account holder | $1,767 | $6,275-71.8% | $10,010-82.4% | $5,403-67.3% |