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 7-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 | $56,281 | $54,350+3.6% | $82,719-32.0% | $68,494-17.8% |
| Participation rate | 72.2% | 63.9%+8.2pp | 72.6%-0.4pp | 67.9%+4.3pp |
| Annual return | 51.86% | -13.67%+65.5pp | 701.18%-649.3pp | -7.84%+59.7pp |
| Employer contribution / active EE | $2,587 | $2,218+16.6% | $3,009-14.0% | $2,596-0.3% |
| Participant deferral / active EE | $6,099 | $3,246+87.9% | $4,395+38.8% | $4,027+51.4% |
| Admin fee / account holder | $426 | $4,395-90.3% | $5,329-92.0% | $5,403-92.1% |