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 | $32,773 | $45,152-27.4% | $73,843-55.6% | $59,632-45.0% |
| Participation rate | 81.7% | 64.0%+17.6pp | 73.4%+8.2pp | 68.7%+13.0pp |
| Annual return | -0.72% | 27.40%-28.1pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,525 | $1,902-19.8% | $2,787-45.3% | $2,203-30.7% |
| Participant deferral / active EE | $2,186 | $2,574-15.1% | $3,583-39.0% | $3,192-31.5% |
| Admin fee / account holder | $444 | $3,516-87.4% | $4,880-90.9% | $4,297-89.7% |