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 | $58,911 | $50,958+15.6% | $74,550-21.0% | $64,186-8.2% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.1%+28.6pp | 69.6%+28.2pp |
| Annual return | -5.71% | -1.86%-3.9pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,489 | $1,115+212.8% | $1,961+77.9% | $2,381+46.5% |
| Participant deferral / active EE | $5,020 | $2,301+118.1% | $3,108+61.5% | $3,470+44.7% |
| Admin fee / account holder | $5,923 | $4,223+40.3% | $5,060+17.1% | $4,888+21.2% |