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 | $34,171 | $76,000-55.0% | $154,107-77.8% | $64,186-46.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.81% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,574 | $3,351-53.0% | $5,298-70.3% | $2,381-33.9% |
| Participant deferral / active EE | $1,128 | $3,175-64.5% | $5,081-77.8% | $3,470-67.5% |
| Admin fee / account holder | $1,774 | $5,596-68.3% | $13,411-86.8% | $4,888-63.7% |