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 | $59,352 | $75,828-21.7% | $147,614-59.8% | $59,632-0.5% |
| Participation rate | 93.2% | 71.6%+21.7pp | 84.6%+8.6pp | 68.7%+24.5pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $4,208 | $3,485+20.8% | $5,564-24.4% | $2,203+91.1% |
| Participant deferral / active EE | $4,890 | $3,130+56.2% | $4,895-0.1% | $3,192+53.2% |
| Admin fee / account holder | $3,258 | $5,985-45.6% | $11,611-71.9% | $4,297-24.2% |