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 | $51,720 | $59,107-12.5% | $86,436-40.2% | $68,494-24.5% |
| Participation rate | 87.1% | 75.2%+11.9pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -12.78% | -0.23%-12.6pp | 4394.89%-4407.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $8,019 | $2,519+218.3% | $3,769+112.8% | $2,596+208.9% |
| Participant deferral / active EE | $16,553 | $5,901+180.5% | $6,952+138.1% | $4,027+311.0% |
| Admin fee / account holder | $6,743 | $5,637+19.6% | $6,731+0.2% | $5,403+24.8% |