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 | $60,407 | $82,664-26.9% | $125,339-51.8% | $68,494-11.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 82.4%-9.6pp | 67.9%+4.8pp |
| Annual return | -13.14% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,026 | $3,381-40.1% | $4,814-57.9% | $2,596-22.0% |
| Participant deferral / active EE | $3,966 | $6,110-35.1% | $7,446-46.7% | $4,027-1.5% |
| Admin fee / account holder | $4,337 | $6,275-30.9% | $10,010-56.7% | $5,403-19.7% |