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 | $52,338 | $82,630-36.7% | $64,105-18.4% | $125,391-58.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | 0.54% | 1489.72%-1489.2pp | 791.24%-790.7pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,241 | $2,671-53.5% | $1,820-31.8% | $4,866-74.5% |
| Participant deferral / active EE | $1,671 | $3,608-53.7% | $2,822-40.8% | $5,352-68.8% |
| Admin fee / account holder | $1,381 | $6,382-78.4% | $4,499-69.3% | $9,540-85.5% |