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 | $51,296 | $82,032-37.5% | $123,104-58.3% | $59,632-14.0% |
| Participation rate | 82.5% | 83.2%-0.7pp | 86.8%-4.3pp | 68.7%+13.8pp |
| Annual return | 1.69% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,090 | $3,297-66.9% | $5,151-78.8% | $2,203-50.5% |
| Participant deferral / active EE | $3,045 | $4,667-34.7% | $6,230-51.1% | $3,192-4.6% |
| Admin fee / account holder | $1,593 | $5,881-72.9% | $9,015-82.3% | $4,297-62.9% |