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 | $53,803 | $82,664-34.9% | $125,339-57.1% | $68,494-21.4% |
| Participation rate | 73.7% | 75.0%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,993 | $3,381-41.1% | $4,814-58.6% | $2,596-23.2% |
| Participant deferral / active EE | $4,479 | $6,110-26.7% | $7,446-39.9% | $4,027+11.2% |
| Admin fee / account holder | $2,614 | $6,275-58.3% | $10,010-73.9% | $5,403-51.6% |