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 | $40,531 | $49,177-17.6% | $79,464-49.0% | $64,186-36.9% |
| Participation rate | 87.7% | 65.0%+22.7pp | 73.3%+14.4pp | 69.6%+18.2pp |
| Annual return | -4.48% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,875 | $2,076+38.5% | $2,800+2.7% | $2,381+20.8% |
| Participant deferral / active EE | $3,459 | $2,821+22.6% | $3,704-6.6% | $3,470-0.3% |
| Admin fee / account holder | $4,673 | $3,839+21.7% | $5,113-8.6% | $4,888-4.4% |