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 | $59,889 | $72,404-17.3% | $110,238-45.7% | $64,186-6.7% |
| Participation rate | 96.2% | 73.3%+22.9pp | 79.8%+16.4pp | 69.6%+26.6pp |
| Annual return | -7.02% | -6.29%-0.7pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,012 | $2,282-55.7% | $3,826-73.6% | $2,381-57.5% |
| Participant deferral / active EE | $6,443 | $3,469+85.7% | $4,672+37.9% | $3,470+85.7% |
| Admin fee / account holder | $8,181 | $5,664+44.4% | $8,547-4.3% | $4,888+67.4% |