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 | $62,695 | $142,344-56.0% | $119,609-47.6% | $134,475-53.4% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -18.22% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,303 | $5,222-55.9% | $4,232-45.6% | $4,740-51.4% |
| Participant deferral / active EE | $6,506 | $6,469+0.6% | $5,602+16.1% | $6,400+1.7% |
| Admin fee / account holder | $781 | $13,584-94.3% | $10,323-92.4% | $11,426-93.2% |