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 | $58,273 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,884 | $3,381-14.7% | $4,814-40.1% | $2,596+11.1% |
| Participant deferral / active EE | $5,688 | $6,110-6.9% | $7,446-23.6% | $4,027+41.2% |
| Admin fee / account holder | $2,818 | $6,275-55.1% | $10,010-71.8% | $5,403-47.8% |