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 5-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 | $68,838 | $54,350+26.7% | $82,719-16.8% | $68,494+0.5% |
| Participation rate | 98.3% | 63.9%+34.4pp | 72.6%+25.8pp | 67.9%+30.4pp |
| Annual return | -16.21% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,707 | $2,218+67.1% | $3,009+23.2% | $2,596+42.8% |
| Participant deferral / active EE | $3,968 | $3,246+22.2% | $4,395-9.7% | $4,027-1.5% |
| Admin fee / account holder | $702 | $4,395-84.0% | $5,329-86.8% | $5,403-87.0% |