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 | $61,741 | $88,594-30.3% | $70,092-11.9% | $134,475-54.1% |
| Participation rate | 95.7% | 74.9%+20.7pp | 70.5%+25.2pp | 81.2%+14.4pp |
| Annual return | -14.60% | 442.67%-457.3pp | 190.73%-205.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,331 | $3,233-27.9% | $2,559-8.9% | $4,740-50.8% |
| Participant deferral / active EE | $4,624 | $4,772-3.1% | $3,849+20.1% | $6,400-27.7% |
| Admin fee / account holder | $12,375 | $10,441+18.5% | $6,267+97.5% | $11,426+8.3% |