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 | $36,891 | $127,386-71.0% | $115,037-67.9% | $125,391-70.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.03% | 31.28%-31.3pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,151 | $5,166-58.4% | $4,608-53.3% | $4,866-55.8% |
| Participant deferral / active EE | $4,885 | $6,423-23.9% | $6,026-18.9% | $5,352-8.7% |
| Admin fee / account holder | $5,147 | $9,516-45.9% | $8,175-37.0% | $9,540-46.1% |