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 | $59,507 | $57,354+3.8% | $83,848-29.0% | $64,186-7.3% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,973 | $2,545-22.5% | $3,631-45.7% | $2,381-17.1% |
| Participant deferral / active EE | $5,387 | $2,993+80.0% | $4,082+32.0% | $3,470+55.3% |
| Admin fee / account holder | $7,760 | $4,046+91.8% | $5,478+41.7% | $4,888+58.8% |