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 | $19,703 | $84,695-76.7% | $73,843-73.3% | $125,391-84.3% |
| Participation rate | 70.0% | 76.8%-6.8pp | 73.4%-3.4pp | 83.2%-13.2pp |
| Annual return | 0.27% | 3123.53%-3123.3pp | 2267.84%-2267.6pp | 282.22%-282.0pp |
| Employer contribution / active EE | $888 | $3,123-71.6% | $2,787-68.1% | $4,866-81.7% |
| Participant deferral / active EE | $1,490 | $3,992-62.7% | $3,583-58.4% | $5,352-72.2% |
| Admin fee / account holder | $48,601 | $5,691+754.0% | $4,880+895.9% | $9,540+409.4% |