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 | $30,214 | $71,883-58.0% | $86,677-65.1% | $68,494-55.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.38% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,018 | $2,173+38.9% | $2,836+6.4% | $2,596+16.2% |
| Participant deferral / active EE | $5,560 | $3,779+47.1% | $4,656+19.4% | $4,027+38.1% |
| Admin fee / account holder | $1,250 | $6,112-79.5% | $7,493-83.3% | $5,403-76.9% |