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 | $54,172 | $77,813-30.4% | $123,544-56.2% | $64,186-15.6% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.3%+13.9pp | 69.6%+26.7pp |
| Annual return | -7.04% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,543 | $3,014+83.9% | $4,628+19.8% | $2,381+132.8% |
| Participant deferral / active EE | $14,314 | $5,240+173.2% | $6,426+122.8% | $3,470+312.6% |
| Admin fee / account holder | $6,278 | $5,519+13.8% | $9,284-32.4% | $4,888+28.4% |