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 | $67,256 | $77,813-13.6% | $123,544-45.6% | $64,186+4.8% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -5.84% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,225 | $3,014-26.2% | $4,628-51.9% | $2,381-6.5% |
| Participant deferral / active EE | $8,223 | $5,240+56.9% | $6,426+28.0% | $3,470+137.0% |
| Admin fee / account holder | $8,049 | $5,519+45.8% | $9,284-13.3% | $4,888+64.7% |