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 | $53,616 | $60,124-10.8% | $90,404-40.7% | $79,858-32.9% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 17.00% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,578 | $2,068-23.7% | $3,262-51.6% | $2,471-36.1% |
| Participant deferral / active EE | $4,432 | $2,938+50.8% | $3,963+11.8% | $3,740+18.5% |
| Admin fee / account holder | $1,693 | $3,976-57.4% | $5,611-69.8% | $5,306-68.1% |