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 | $36,136 | $76,000-52.5% | $154,107-76.6% | $64,186-43.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,068 | $3,351-38.3% | $5,298-61.0% | $2,381-13.2% |
| Participant deferral / active EE | $3,612 | $3,175+13.8% | $5,081-28.9% | $3,470+4.1% |
| Admin fee / account holder | $503 | $5,596-91.0% | $13,411-96.2% | $4,888-89.7% |