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 | $41,351 | $75,828-45.5% | $147,614-72.0% | $59,632-30.7% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | 0.12% | 0.37%-0.2pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $4,341 | $3,485+24.6% | $5,564-22.0% | $2,203+97.1% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,207 | $5,985-79.8% | $11,611-89.6% | $4,297-71.9% |