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 | $64,295 | $54,350+18.3% | $82,719-22.3% | $68,494-6.1% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -16.23% | -13.67%-2.6pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,272 | $2,218+47.5% | $3,009+8.7% | $2,596+26.0% |
| Participant deferral / active EE | $3,795 | $3,246+16.9% | $4,395-13.7% | $4,027-5.8% |
| Admin fee / account holder | $876 | $4,395-80.1% | $5,329-83.6% | $5,403-83.8% |