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 | $56,107 | $76,000-26.2% | $154,107-63.6% | $64,186-12.6% |
| Participation rate | 85.5% | 70.4%+15.0pp | 83.0%+2.4pp | 69.6%+15.9pp |
| Annual return | -7.54% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,100 | $3,351-67.2% | $5,298-79.2% | $2,381-53.8% |
| Participant deferral / active EE | $2,101 | $3,175-33.8% | $5,081-58.7% | $3,470-39.5% |
| Admin fee / account holder | $1,346 | $5,596-75.9% | $13,411-90.0% | $4,888-72.5% |