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 | $49,427 | $95,971-48.5% | $74,550-33.7% | $135,375-63.5% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -4.36% | 56.96%-61.3pp | 32.53%-36.9pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,220 | $2,716+18.5% | $1,961+64.2% | $4,779-32.6% |
| Participant deferral / active EE | $5,260 | $3,843+36.8% | $3,108+69.2% | $5,609-6.2% |
| Admin fee / account holder | $452 | $6,522-93.1% | $5,060-91.1% | $10,827-95.8% |