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 | $63,824 | $69,010-7.5% | $159,960-60.1% | $68,494-6.8% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -19.06% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,374 | $2,213+52.4% | $4,226-20.2% | $2,596+30.0% |
| Participant deferral / active EE | $9,891 | $4,212+134.8% | $6,182+60.0% | $4,027+145.6% |
| Admin fee / account holder | $6,946 | $4,798+44.8% | $8,698-20.1% | $5,403+28.6% |