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 8-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 | $46,776 | $45,566+2.7% | $64,105-27.0% | $59,632-21.6% |
| Participation rate | 75.6% | 60.2%+15.4pp | 68.2%+7.4pp | 68.7%+6.9pp |
| Annual return | -1.17% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $618 | $934-33.8% | $1,820-66.0% | $2,203-71.9% |
| Participant deferral / active EE | $3,819 | $2,057+85.7% | $2,822+35.3% | $3,192+19.6% |
| Admin fee / account holder | $1,345 | $3,268-58.8% | $4,499-70.1% | $4,297-68.7% |