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 | $64,633 | $72,404-10.7% | $110,238-41.4% | $64,186+0.7% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | -3.37% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $6,250 | $2,282+173.9% | $3,826+63.3% | $2,381+162.5% |
| Participant deferral / active EE | $5,475 | $3,469+57.8% | $4,672+17.2% | $3,470+57.8% |
| Admin fee / account holder | $28,004 | $5,664+394.4% | $8,547+227.6% | $4,888+472.9% |