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 | $60,590 | $142,344-57.4% | $119,609-49.3% | $134,475-54.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.64% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,727 | $5,222-9.5% | $4,232+11.7% | $4,740-0.3% |
| Participant deferral / active EE | $10,704 | $6,469+65.5% | $5,602+91.1% | $6,400+67.3% |
| Admin fee / account holder | $10,757 | $13,584-20.8% | $10,323+4.2% | $11,426-5.9% |