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 | $46,341 | $45,566+1.7% | $64,105-27.7% | $59,632-22.3% |
| Participation rate | 73.9% | 60.2%+13.7pp | 68.2%+5.7pp | 68.7%+5.2pp |
| Annual return | -0.16% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,665 | $2,057+29.6% | $2,822-5.6% | $3,192-16.5% |
| Admin fee / account holder | $3,743 | $3,268+14.6% | $4,499-16.8% | $4,297-12.9% |