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 | $48,197 | $54,350-11.3% | $82,719-41.7% | $68,494-29.6% |
| Participation rate | 90.5% | 63.9%+26.6pp | 72.6%+17.9pp | 67.9%+22.6pp |
| Annual return | -17.49% | -13.67%-3.8pp | 701.18%-718.7pp | -7.84%-9.6pp |
| Employer contribution / active EE | $743 | $2,218-66.5% | $3,009-75.3% | $2,596-71.4% |
| Participant deferral / active EE | $4,499 | $3,246+38.6% | $4,395+2.4% | $4,027+11.7% |
| Admin fee / account holder | $1,296 | $4,395-70.5% | $5,329-75.7% | $5,403-76.0% |