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 | $53,706 | $57,354-6.4% | $83,848-35.9% | $64,186-16.3% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -4.92% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,317 | $2,545-48.3% | $3,631-63.7% | $2,381-44.7% |
| Participant deferral / active EE | $4,388 | $2,993+46.6% | $4,082+7.5% | $3,470+26.5% |
| Admin fee / account holder | $20,484 | $4,046+406.3% | $5,478+273.9% | $4,888+319.1% |