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 | $59,876 | $54,350+10.2% | $82,719-27.6% | $68,494-12.6% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | 4.66% | -13.67%+18.3pp | 701.18%-696.5pp | -7.84%+12.5pp |
| Employer contribution / active EE | $1,204 | $2,218-45.7% | $3,009-60.0% | $2,596-53.6% |
| Participant deferral / active EE | $2,201 | $3,246-32.2% | $4,395-49.9% | $4,027-45.3% |
| Admin fee / account holder | $10,567 | $4,395+140.4% | $5,329+98.3% | $5,403+95.6% |