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 | $54,812 | $57,354-4.4% | $83,848-34.6% | $64,186-14.6% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | -4.18% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $4,785 | $2,545+88.0% | $3,631+31.8% | $2,381+101.0% |
| Participant deferral / active EE | $7,540 | $2,993+151.9% | $4,082+84.7% | $3,470+117.3% |
| Admin fee / account holder | $8,227 | $4,046+103.3% | $5,478+50.2% | $4,888+68.3% |