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 | $55,687 | $54,350+2.5% | $82,719-32.7% | $68,494-18.7% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -14.58% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,419 | $2,218+9.1% | $3,009-19.6% | $2,596-6.8% |
| Participant deferral / active EE | $2,390 | $3,246-26.4% | $4,395-45.6% | $4,027-40.6% |
| Admin fee / account holder | $10,008 | $4,395+127.7% | $5,329+87.8% | $5,403+85.2% |