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 | $58,752 | $54,350+8.1% | $82,719-29.0% | $68,494-14.2% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.3pp | 67.9%+19.0pp |
| Annual return | -14.36% | -13.67%-0.7pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,224 | $2,218-44.8% | $3,009-59.3% | $2,596-52.9% |
| Participant deferral / active EE | $5,651 | $3,246+74.1% | $4,395+28.6% | $4,027+40.3% |
| Admin fee / account holder | $7,722 | $4,395+75.7% | $5,329+44.9% | $5,403+42.9% |