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 | $54,609 | $57,354-4.8% | $83,848-34.9% | $64,186-14.9% |
| Participation rate | 88.6% | 68.6%+20.0pp | 76.1%+12.4pp | 69.6%+19.0pp |
| Annual return | -1.42% | 11.38%-12.8pp | 850.88%-852.3pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,398 | $2,545-5.8% | $3,631-33.9% | $2,381+0.7% |
| Participant deferral / active EE | $5,104 | $2,993+70.5% | $4,082+25.0% | $3,470+47.1% |
| Admin fee / account holder | $1,476 | $4,046-63.5% | $5,478-73.1% | $4,888-69.8% |