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 | $44,225 | $60,124-26.4% | $90,404-51.1% | $79,858-44.6% |
| Participation rate | 79.7% | 65.0%+14.7pp | 72.7%+7.0pp | 69.6%+10.1pp |
| Annual return | 17.12% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,976 | $2,068+92.3% | $3,262+21.9% | $2,471+60.9% |
| Participant deferral / active EE | $2,245 | $2,938-23.6% | $3,963-43.4% | $3,740-40.0% |
| Admin fee / account holder | $9,404 | $3,976+136.5% | $5,611+67.6% | $5,306+77.2% |