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 | $84,915 | $54,350+56.2% | $82,719+2.7% | $68,494+24.0% |
| Participation rate | 70.0% | 63.9%+6.1pp | 72.6%-2.6pp | 67.9%+2.1pp |
| Annual return | -14.30% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,582 | $2,218+16.4% | $3,009-14.2% | $2,596-0.6% |
| Participant deferral / active EE | $6,240 | $3,246+92.2% | $4,395+42.0% | $4,027+55.0% |
| Admin fee / account holder | $11,975 | $4,395+172.4% | $5,329+124.7% | $5,403+121.6% |