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 | $46,540 | $82,664-43.7% | $125,339-62.9% | $68,494-32.1% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,804 | $3,381+42.1% | $4,814-0.2% | $2,596+85.1% |
| Participant deferral / active EE | $8,334 | $6,110+36.4% | $7,446+11.9% | $4,027+106.9% |
| Admin fee / account holder | $3,917 | $6,275-37.6% | $10,010-60.9% | $5,403-27.5% |