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 | $51,977 | $60,124-13.6% | $90,404-42.5% | $79,858-34.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 12.08% | 71.94%-59.9pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,088 | $2,068-47.4% | $3,262-66.6% | $2,471-56.0% |
| Participant deferral / active EE | $1,944 | $2,938-33.8% | $3,963-50.9% | $3,740-48.0% |
| Admin fee / account holder | $9,066 | $3,976+128.0% | $5,611+61.6% | $5,306+70.9% |