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 | $65,615 | $78,694-16.6% | $67,652-3.0% | $125,391-47.7% |
| Participation rate | 87.0% | 78.8%+8.2pp | 75.7%+11.3pp | 83.2%+3.8pp |
| Annual return | -1.01% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $11,815 | $3,044+288.2% | $2,266+421.5% | $4,866+142.8% |
| Participant deferral / active EE | $5,385 | $4,292+25.5% | $3,560+51.3% | $5,352+0.6% |
| Admin fee / account holder | $1,842 | $7,403-75.1% | $4,821-61.8% | $9,540-80.7% |