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 | $55,891 | $75,828-26.3% | $147,614-62.1% | $59,632-6.3% |
| Participation rate | 88.5% | 71.6%+16.9pp | 84.6%+3.8pp | 68.7%+19.8pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,225 | $3,485-64.9% | $5,564-78.0% | $2,203-44.4% |
| Participant deferral / active EE | $2,521 | $3,130-19.5% | $4,895-48.5% | $3,192-21.0% |
| Admin fee / account holder | $2,888 | $5,985-51.8% | $11,611-75.1% | $4,297-32.8% |