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 | $64,689 | $69,010-6.3% | $159,960-59.6% | $68,494-5.6% |
| Participation rate | 90.9% | 65.4%+25.5pp | 78.0%+13.0pp | 67.9%+23.0pp |
| Annual return | -17.56% | -9.65%-7.9pp | 408.60%-426.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,426 | $2,213+9.6% | $4,226-42.6% | $2,596-6.6% |
| Participant deferral / active EE | $3,969 | $4,212-5.8% | $6,182-35.8% | $4,027-1.4% |
| Admin fee / account holder | $2,630 | $4,798-45.2% | $8,698-69.8% | $5,403-51.3% |