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 | $62,897 | $54,350+15.7% | $82,719-24.0% | $68,494-8.2% |
| Participation rate | 73.5% | 63.9%+9.6pp | 72.6%+1.0pp | 67.9%+5.6pp |
| Annual return | -3.88% | -13.67%+9.8pp | 701.18%-705.1pp | -7.84%+4.0pp |
| Employer contribution / active EE | $1,673 | $2,218-24.6% | $3,009-44.4% | $2,596-35.6% |
| Participant deferral / active EE | $4,292 | $3,246+32.2% | $4,395-2.3% | $4,027+6.6% |
| Admin fee / account holder | $5,346 | $4,395+21.6% | $5,329+0.3% | $5,403-1.0% |