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 | $58,580 | $69,010-15.1% | $159,960-63.4% | $68,494-14.5% |
| Participation rate | 97.9% | 65.4%+32.5pp | 78.0%+19.9pp | 67.9%+30.0pp |
| Annual return | -17.84% | -9.65%-8.2pp | 408.60%-426.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,662 | $2,213-24.9% | $4,226-60.7% | $2,596-36.0% |
| Participant deferral / active EE | $5,703 | $4,212+35.4% | $6,182-7.7% | $4,027+41.6% |
| Admin fee / account holder | $970 | $4,798-79.8% | $8,698-88.8% | $5,403-82.0% |