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 | $62,454 | $59,107+5.7% | $86,436-27.7% | $68,494-8.8% |
| Participation rate | 81.5% | 75.2%+6.3pp | 80.3%+1.2pp | 67.9%+13.7pp |
| Annual return | -18.81% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,264 | $2,519+29.6% | $3,769-13.4% | $2,596+25.7% |
| Participant deferral / active EE | $3,705 | $5,901-37.2% | $6,952-46.7% | $4,027-8.0% |
| Admin fee / account holder | $1,715 | $5,637-69.6% | $6,731-74.5% | $5,403-68.3% |