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 | $53,374 | $57,354-6.9% | $83,848-36.3% | $64,186-16.8% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -0.76% | 11.38%-12.1pp | 850.88%-851.6pp | 7.63%-8.4pp |
| Employer contribution / active EE | $5,820 | $2,545+128.6% | $3,631+60.3% | $2,381+144.4% |
| Participant deferral / active EE | $5,364 | $2,993+79.2% | $4,082+31.4% | $3,470+54.6% |
| Admin fee / account holder | $4,281 | $4,046+5.8% | $5,478-21.8% | $4,888-12.4% |