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 | $69,230 | $54,350+27.4% | $82,719-16.3% | $68,494+1.1% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -14.08% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,178 | $2,218-1.8% | $3,009-27.6% | $2,596-16.1% |
| Participant deferral / active EE | $2,072 | $3,246-36.2% | $4,395-52.9% | $4,027-48.6% |
| Admin fee / account holder | $7,161 | $4,395+62.9% | $5,329+34.4% | $5,403+32.5% |