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 | $62,327 | $72,404-13.9% | $110,238-43.5% | $64,186-2.9% |
| Participation rate | 92.2% | 73.3%+18.9pp | 79.8%+12.4pp | 69.6%+22.6pp |
| Annual return | -6.88% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,165 | $2,282-5.1% | $3,826-43.4% | $2,381-9.1% |
| Participant deferral / active EE | $5,471 | $3,469+57.7% | $4,672+17.1% | $3,470+57.7% |
| Admin fee / account holder | $4,333 | $5,664-23.5% | $8,547-49.3% | $4,888-11.4% |