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 | $49,296 | $82,664-40.4% | $125,339-60.7% | $68,494-28.0% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,421 | $3,381-28.4% | $4,814-49.7% | $2,596-6.7% |
| Participant deferral / active EE | $5,635 | $6,110-7.8% | $7,446-24.3% | $4,027+39.9% |
| Admin fee / account holder | $9,101 | $6,275+45.0% | $10,010-9.1% | $5,403+68.4% |