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 9-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 | $64,401 | $54,350+18.5% | $82,719-22.1% | $68,494-6.0% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.2pp | 67.9%+29.8pp |
| Annual return | -16.17% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $4,163 | $2,218+87.7% | $3,009+38.3% | $2,596+60.3% |
| Participant deferral / active EE | $3,305 | $3,246+1.8% | $4,395-24.8% | $4,027-17.9% |
| Admin fee / account holder | $6,919 | $4,395+57.4% | $5,329+29.8% | $5,403+28.1% |