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 | $61,693 | $59,107+4.4% | $86,436-28.6% | $68,494-9.9% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -18.53% | -0.23%-18.3pp | 4394.89%-4413.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,116 | $2,519+103.1% | $3,769+35.8% | $2,596+97.1% |
| Participant deferral / active EE | $11,624 | $5,901+97.0% | $6,952+67.2% | $4,027+188.6% |
| Admin fee / account holder | $5,891 | $5,637+4.5% | $6,731-12.5% | $5,403+9.0% |