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 | $63,205 | $54,350+16.3% | $82,719-23.6% | $68,494-7.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.49% | -13.67%-4.8pp | 701.18%-719.7pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,589 | $2,218+16.7% | $3,009-14.0% | $2,596-0.3% |
| Participant deferral / active EE | $4,109 | $3,246+26.6% | $4,395-6.5% | $4,027+2.0% |
| Admin fee / account holder | $2,858 | $4,395-35.0% | $5,329-46.4% | $5,403-47.1% |