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 | $45,151 | $67,331-32.9% | $60,874-25.8% | $134,475-66.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -11.60% | 49.93%-61.5pp | 16.90%-28.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $6,138 | $3,096+98.2% | $2,701+127.2% | $4,740+29.5% |
| Participant deferral / active EE | $5,357 | $4,538+18.0% | $3,817+40.4% | $6,400-16.3% |
| Admin fee / account holder | $10,002 | $4,582+118.3% | $3,224+210.2% | $11,426-12.5% |