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 9-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 | $40,017 | $52,681-24.0% | $75,781-47.2% | $59,632-32.9% |
| Participation rate | 90.9% | 67.2%+23.7pp | 75.8%+15.1pp | 68.7%+22.2pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $5,089 | $2,193+132.0% | $3,323+53.1% | $2,203+131.0% |
| Participant deferral / active EE | $1,345 | $2,591-48.1% | $3,651-63.2% | $3,192-57.9% |
| Admin fee / account holder | $740 | $3,610-79.5% | $5,299-86.0% | $4,297-82.8% |