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 | $54,293 | $57,354-5.3% | $83,848-35.2% | $64,186-15.4% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | 0.40% | 11.38%-11.0pp | 850.88%-850.5pp | 7.63%-7.2pp |
| Employer contribution / active EE | $1,364 | $2,545-46.4% | $3,631-62.4% | $2,381-42.7% |
| Participant deferral / active EE | $3,265 | $2,993+9.1% | $4,082-20.0% | $3,470-5.9% |
| Admin fee / account holder | $1,502 | $4,046-62.9% | $5,478-72.6% | $4,888-69.3% |