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 | $56,504 | $76,000-25.7% | $154,107-63.3% | $64,186-12.0% |
| Participation rate | 83.5% | 70.4%+13.1pp | 83.0%+0.5pp | 69.6%+14.0pp |
| Annual return | -3.34% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,765 | $3,351-47.3% | $5,298-66.7% | $2,381-25.9% |
| Participant deferral / active EE | $4,728 | $3,175+48.9% | $5,081-6.9% | $3,470+36.3% |
| Admin fee / account holder | $15,280 | $5,596+173.0% | $13,411+13.9% | $4,888+212.6% |