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 | $61,644 | $67,331-8.4% | $60,874+1.3% | $134,475-54.2% |
| Participation rate | 95.8% | 76.2%+19.7pp | 73.1%+22.7pp | 81.2%+14.6pp |
| Annual return | -13.29% | 49.93%-63.2pp | 16.90%-30.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,282 | $3,096+38.3% | $2,701+58.5% | $4,740-9.7% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,588 | $4,582-65.3% | $3,224-50.8% | $11,426-86.1% |