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 | $32,583 | $52,519-38.0% | $155,790-79.1% | $59,632-45.4% |
| Participation rate | 97.0% | 61.7%+35.3pp | 76.1%+20.9pp | 68.7%+28.3pp |
| Annual return | -0.84% | 53.51%-54.4pp | 71.54%-72.4pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,618 | $1,589+1.8% | $3,836-57.8% | $2,203-26.5% |
| Participant deferral / active EE | $6,120 | $3,084+98.4% | $4,797+27.6% | $3,192+91.7% |
| Admin fee / account holder | $6,929 | $3,540+95.7% | $7,478-7.3% | $4,297+61.3% |