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 | $42,281 | $54,380-22.3% | $68,509-38.3% | $59,632-29.1% |
| Participation rate | 88.6% | 70.2%+18.4pp | 74.7%+13.8pp | 68.7%+19.9pp |
| Annual return | 1.60% | 2.83%-1.2pp | 8.27%-6.7pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,196 | $1,539-22.2% | $2,278-47.5% | $2,203-45.7% |
| Participant deferral / active EE | $1,533 | $2,643-42.0% | $3,382-54.7% | $3,192-52.0% |
| Admin fee / account holder | $2,245 | $3,885-42.2% | $5,275-57.4% | $4,297-47.8% |