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 | $54,041 | $54,229-0.3% | $70,092-22.9% | $68,494-21.1% |
| Participation rate | 81.5% | 64.5%+17.0pp | 70.5%+11.0pp | 67.9%+13.6pp |
| Annual return | -12.24% | -13.87%+1.6pp | 190.73%-203.0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,487 | $2,018-26.3% | $2,559-41.9% | $2,596-42.7% |
| Participant deferral / active EE | $3,378 | $2,956+14.3% | $3,849-12.2% | $4,027-16.1% |
| Admin fee / account holder | $4,234 | $4,694-9.8% | $6,267-32.4% | $5,403-21.6% |