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 | $53,323 | $54,350-1.9% | $82,719-35.5% | $68,494-22.2% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -16.08% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,801 | $2,218+26.3% | $3,009-6.9% | $2,596+7.9% |
| Participant deferral / active EE | $3,599 | $3,246+10.9% | $4,395-18.1% | $4,027-10.6% |
| Admin fee / account holder | $5,679 | $4,395+29.2% | $5,329+6.6% | $5,403+5.1% |