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 | $48,761 | $54,350-10.3% | $82,719-41.1% | $68,494-28.8% |
| Participation rate | 76.6% | 63.9%+12.6pp | 72.6%+4.0pp | 67.9%+8.7pp |
| Annual return | -12.72% | -13.67%+1.0pp | 701.18%-713.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,820 | $2,218-17.9% | $3,009-39.5% | $2,596-29.9% |
| Participant deferral / active EE | $3,150 | $3,246-3.0% | $4,395-28.3% | $4,027-21.8% |
| Admin fee / account holder | $9,878 | $4,395+124.7% | $5,329+85.4% | $5,403+82.8% |