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 9-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 | $59,558 | $43,723+36.2% | $121,196-50.9% | $64,186-7.2% |
| Participation rate | 97.8% | 58.3%+39.5pp | 71.7%+26.0pp | 69.6%+28.2pp |
| Annual return | -3.07% | 68.91%-72.0pp | 16.93%-20.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,042 | $1,296+134.7% | $4,022-24.4% | $2,381+27.8% |
| Participant deferral / active EE | $4,409 | $2,280+93.4% | $3,344+31.8% | $3,470+27.1% |
| Admin fee / account holder | $4,668 | $3,501+33.3% | $5,019-7.0% | $4,888-4.5% |