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 | $44,312 | $49,177-9.9% | $79,464-44.2% | $64,186-31.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.5pp |
| Annual return | -6.39% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,986 | $2,076-4.4% | $2,800-29.1% | $2,381-16.6% |
| Participant deferral / active EE | $6,202 | $2,821+119.8% | $3,704+67.4% | $3,470+78.7% |
| Admin fee / account holder | $10,709 | $3,839+179.0% | $5,113+109.4% | $4,888+119.1% |