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 | $57,630 | $72,404-20.4% | $110,238-47.7% | $64,186-10.2% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -2.04% | -6.29%+4.2pp | 314.74%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $6,625 | $2,282+190.4% | $3,826+73.1% | $2,381+178.2% |
| Participant deferral / active EE | $10,786 | $3,469+210.9% | $4,672+130.9% | $3,470+210.9% |
| Admin fee / account holder | $8,000 | $5,664+41.2% | $8,547-6.4% | $4,888+63.7% |