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 | $57,167 | $67,331-15.1% | $60,874-6.1% | $134,475-57.5% |
| Participation rate | 87.0% | 76.2%+10.8pp | 73.1%+13.8pp | 81.2%+5.7pp |
| Annual return | -16.27% | 49.93%-66.2pp | 16.90%-33.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,150 | $3,096+34.0% | $2,701+53.6% | $4,740-12.4% |
| Participant deferral / active EE | $5,618 | $4,538+23.8% | $3,817+47.2% | $6,400-12.2% |
| Admin fee / account holder | $2,219 | $4,582-51.6% | $3,224-31.2% | $11,426-80.6% |