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 | $50,685 | $43,723+15.9% | $121,196-58.2% | $64,186-21.0% |
| Participation rate | 94.6% | 58.3%+36.2pp | 71.7%+22.8pp | 69.6%+25.0pp |
| Annual return | -4.58% | 68.91%-73.5pp | 16.93%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,229 | $1,296+226.2% | $4,022+5.2% | $2,381+77.6% |
| Participant deferral / active EE | $1,614 | $2,280-29.2% | $3,344-51.7% | $3,470-53.5% |
| Admin fee / account holder | $14,929 | $3,501+326.4% | $5,019+197.4% | $4,888+205.4% |