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 | $51,808 | $45,566+13.7% | $64,105-19.2% | $59,632-13.1% |
| Participation rate | 97.6% | 60.2%+37.4pp | 68.2%+29.4pp | 68.7%+28.9pp |
| Annual return | -1.44% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,338 | $934+150.3% | $1,820+28.5% | $2,203+6.2% |
| Participant deferral / active EE | $3,638 | $2,057+76.9% | $2,822+28.9% | $3,192+14.0% |
| Admin fee / account holder | $1,363 | $3,268-58.3% | $4,499-69.7% | $4,297-68.3% |