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 | $37,348 | $76,000-50.9% | $154,107-75.8% | $64,186-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.57% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,382 | $3,351-28.9% | $5,298-55.0% | $2,381+0.1% |
| Participant deferral / active EE | $2,544 | $3,175-19.9% | $5,081-49.9% | $3,470-26.7% |
| Admin fee / account holder | $2,788 | $5,596-50.2% | $13,411-79.2% | $4,888-43.0% |