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 | $58,322 | $57,354+1.7% | $83,848-30.4% | $64,186-9.1% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -5.16% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,530 | $2,545-39.9% | $3,631-57.9% | $2,381-35.7% |
| Participant deferral / active EE | $5,083 | $2,993+69.8% | $4,082+24.5% | $3,470+46.5% |
| Admin fee / account holder | $1,841 | $4,046-54.5% | $5,478-66.4% | $4,888-62.3% |