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 | $60,374 | $57,354+5.3% | $83,848-28.0% | $64,186-5.9% |
| Participation rate | 84.6% | 68.6%+16.0pp | 76.1%+8.5pp | 69.6%+15.0pp |
| Annual return | -5.95% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,669 | $2,545+122.7% | $3,631+56.1% | $2,381+138.1% |
| Participant deferral / active EE | $4,803 | $2,993+60.5% | $4,082+17.7% | $3,470+38.4% |
| Admin fee / account holder | $4,948 | $4,046+22.3% | $5,478-9.7% | $4,888+1.2% |