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 | $49,833 | $59,107-15.7% | $86,436-42.3% | $68,494-27.2% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -18.88% | -0.23%-18.6pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,786 | $2,519+90.0% | $3,769+27.0% | $2,596+84.3% |
| Participant deferral / active EE | $9,901 | $5,901+67.8% | $6,952+42.4% | $4,027+145.9% |
| Admin fee / account holder | $2,729 | $5,637-51.6% | $6,731-59.4% | $5,403-49.5% |