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 | $57,279 | $82,664-30.7% | $125,339-54.3% | $68,494-16.4% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -18.74% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,586 | $3,381-23.5% | $4,814-46.3% | $2,596-0.4% |
| Participant deferral / active EE | $13,493 | $6,110+120.8% | $7,446+81.2% | $4,027+235.1% |
| Admin fee / account holder | $10,835 | $6,275+72.7% | $10,010+8.3% | $5,403+100.6% |