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 | $32,338 | $72,177-55.2% | $115,037-71.9% | $59,632-45.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.79% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $4,199 | $2,841+47.8% | $4,608-8.9% | $2,203+90.6% |
| Participant deferral / active EE | $6,362 | $4,783+33.0% | $6,026+5.6% | $3,192+99.3% |
| Admin fee / account holder | $1,218 | $4,927-75.3% | $8,175-85.1% | $4,297-71.7% |