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 4-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 | $49,353 | $54,350-9.2% | $82,719-40.3% | $68,494-27.9% |
| Participation rate | 84.8% | 63.9%+20.9pp | 72.6%+12.2pp | 67.9%+16.9pp |
| Annual return | -11.46% | -13.67%+2.2pp | 701.18%-712.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $4,639 | $2,218+109.1% | $3,009+54.2% | $2,596+78.7% |
| Participant deferral / active EE | $4,963 | $3,246+52.9% | $4,395+12.9% | $4,027+23.2% |
| Admin fee / account holder | $5,816 | $4,395+32.3% | $5,329+9.1% | $5,403+7.6% |