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 | $53,168 | $52,681+0.9% | $75,781-29.8% | $59,632-10.8% |
| Participation rate | 78.8% | 67.2%+11.5pp | 75.8%+2.9pp | 68.7%+10.1pp |
| Annual return | -2.13% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $3,231 | $2,193+47.3% | $3,323-2.8% | $2,203+46.7% |
| Participant deferral / active EE | $6,948 | $2,591+168.2% | $3,651+90.3% | $3,192+117.7% |
| Admin fee / account holder | $1,598 | $3,610-55.7% | $5,299-69.8% | $4,297-62.8% |