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 9-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 | $62,670 | $57,354+9.3% | $83,848-25.3% | $64,186-2.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.50% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,985 | $2,545+56.6% | $3,631+9.7% | $2,381+67.4% |
| Participant deferral / active EE | $3,163 | $2,993+5.7% | $4,082-22.5% | $3,470-8.8% |
| Admin fee / account holder | $1,525 | $4,046-62.3% | $5,478-72.2% | $4,888-68.8% |