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 | $36,062 | $40,256-10.4% | $57,343-37.1% | $59,632-39.5% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 68.7%+27.5pp |
| Annual return | 0.23% | 27.49%-27.3pp | 24.39%-24.2pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $8,053 | $1,922+319.0% | $2,689+199.5% | $2,203+265.6% |
| Participant deferral / active EE | $6,773 | $2,399+182.3% | $3,162+114.2% | $3,192+112.2% |
| Admin fee / account holder | $7,551 | $2,818+168.0% | $3,356+125.0% | $4,297+75.7% |