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 | $52,962 | $82,664-35.9% | $125,339-57.7% | $68,494-22.7% |
| Participation rate | 89.0% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.1pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,829 | $3,381-45.9% | $4,814-62.0% | $2,596-29.5% |
| Participant deferral / active EE | $7,583 | $6,110+24.1% | $7,446+1.8% | $4,027+88.3% |
| Admin fee / account holder | $2,716 | $6,275-56.7% | $10,010-72.9% | $5,403-49.7% |