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 | $69,489 | $59,107+17.6% | $86,436-19.6% | $68,494+1.5% |
| Participation rate | 84.1% | 75.2%+8.8pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -14.85% | -0.23%-14.6pp | 4394.89%-4409.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,371 | $2,519+73.5% | $3,769+16.0% | $2,596+68.4% |
| Participant deferral / active EE | $10,449 | $5,901+77.1% | $6,952+50.3% | $4,027+159.5% |
| Admin fee / account holder | $1,892 | $5,637-66.4% | $6,731-71.9% | $5,403-65.0% |