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 | $45,767 | $45,152+1.4% | $73,843-38.0% | $59,632-23.3% |
| Participation rate | 91.2% | 64.0%+27.2pp | 73.4%+17.7pp | 68.7%+22.5pp |
| Annual return | -1.04% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $6,561 | $1,902+245.0% | $2,787+135.4% | $2,203+197.9% |
| Participant deferral / active EE | $3,911 | $2,574+52.0% | $3,583+9.2% | $3,192+22.6% |
| Admin fee / account holder | $2,590 | $3,516-26.3% | $4,880-46.9% | $4,297-39.7% |