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 | $62,463 | $45,566+37.1% | $64,105-2.6% | $59,632+4.7% |
| Participation rate | 71.9% | 60.2%+11.8pp | 68.2%+3.8pp | 68.7%+3.3pp |
| Annual return | -1.84% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,370 | $934+46.7% | $1,820-24.7% | $2,203-37.8% |
| Participant deferral / active EE | $4,699 | $2,057+128.5% | $2,822+66.5% | $3,192+47.2% |
| Admin fee / account holder | $8,846 | $3,268+170.7% | $4,499+96.6% | $4,297+105.9% |