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 | $26,471 | $75,828-65.1% | $147,614-82.1% | $59,632-55.6% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | 4.05% | 0.37%+3.7pp | 61.98%-57.9pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $4,244 | $3,485+21.8% | $5,564-23.7% | $2,203+92.7% |
| Participant deferral / active EE | $2,507 | $3,130-19.9% | $4,895-48.8% | $3,192-21.5% |
| Admin fee / account holder | $1,021 | $5,985-82.9% | $11,611-91.2% | $4,297-76.2% |