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 | $54,512 | $54,350+0.3% | $82,719-34.1% | $68,494-20.4% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -17.95% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,505 | $2,218+12.9% | $3,009-16.7% | $2,596-3.5% |
| Participant deferral / active EE | $7,136 | $3,246+119.8% | $4,395+62.4% | $4,027+77.2% |
| Admin fee / account holder | $13,191 | $4,395+200.1% | $5,329+147.5% | $5,403+144.1% |