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 | $36,570 | $77,813-53.0% | $123,544-70.4% | $64,186-43.0% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -1.55% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,541 | $3,014-48.9% | $4,628-66.7% | $2,381-35.3% |
| Participant deferral / active EE | $3,581 | $5,240-31.7% | $6,426-44.3% | $3,470+3.2% |
| Admin fee / account holder | $28,145 | $5,519+410.0% | $9,284+203.2% | $4,888+475.8% |