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 | $53,545 | $49,177+8.9% | $79,464-32.6% | $64,186-16.6% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -7.88% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,157 | $2,076-44.3% | $2,800-58.7% | $2,381-51.4% |
| Participant deferral / active EE | $3,368 | $2,821+19.4% | $3,704-9.1% | $3,470-2.9% |
| Admin fee / account holder | $4,168 | $3,839+8.6% | $5,113-18.5% | $4,888-14.7% |