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 | $49,483 | $82,664-40.1% | $125,339-60.5% | $68,494-27.8% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -16.09% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,803 | $3,381+42.0% | $4,814-0.2% | $2,596+85.0% |
| Participant deferral / active EE | $10,469 | $6,110+71.3% | $7,446+40.6% | $4,027+160.0% |
| Admin fee / account holder | $1,321 | $6,275-78.9% | $10,010-86.8% | $5,403-75.5% |