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 | $50,158 | $75,828-33.9% | $147,614-66.0% | $59,632-15.9% |
| Participation rate | 76.1% | 71.6%+4.5pp | 84.6%-8.5pp | 68.7%+7.4pp |
| Annual return | 1.49% | 0.37%+1.1pp | 61.98%-60.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,472 | $3,485-57.8% | $5,564-73.5% | $2,203-33.2% |
| Participant deferral / active EE | $2,873 | $3,130-8.2% | $4,895-41.3% | $3,192-10.0% |
| Admin fee / account holder | $1,941 | $5,985-67.6% | $11,611-83.3% | $4,297-54.8% |