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 | $59,442 | $54,229+9.6% | $70,092-15.2% | $68,494-13.2% |
| Participation rate | 82.1% | 64.5%+17.7pp | 70.5%+11.7pp | 67.9%+14.3pp |
| Annual return | -18.61% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,693 | $2,018-16.1% | $2,559-33.8% | $2,596-34.8% |
| Participant deferral / active EE | $3,522 | $2,956+19.2% | $3,849-8.5% | $4,027-12.5% |
| Admin fee / account holder | $7,008 | $4,694+49.3% | $6,267+11.8% | $5,403+29.7% |