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 | $43,038 | $52,681-18.3% | $75,781-43.2% | $59,632-27.8% |
| Participation rate | 92.9% | 67.2%+25.6pp | 75.8%+17.0pp | 68.7%+24.2pp |
| Annual return | -0.13% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,849 | $2,193-15.7% | $3,323-44.4% | $2,203-16.1% |
| Participant deferral / active EE | $4,818 | $2,591+86.0% | $3,651+31.9% | $3,192+50.9% |
| Admin fee / account holder | $10,356 | $3,610+186.9% | $5,299+95.4% | $4,297+141.0% |