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 | $77,773 | $72,404+7.4% | $110,238-29.5% | $64,186+21.2% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | -5.42% | -6.29%+0.9pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,151 | $2,282-5.7% | $3,826-43.8% | $2,381-9.7% |
| Participant deferral / active EE | $4,434 | $3,469+27.8% | $4,672-5.1% | $3,470+27.8% |
| Admin fee / account holder | $9,843 | $5,664+73.8% | $8,547+15.2% | $4,888+101.4% |