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 | $31,550 | $45,152-30.1% | $73,843-57.3% | $59,632-47.1% |
| Participation rate | 98.7% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+30.0pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $3,213 | $1,902+68.9% | $2,787+15.3% | $2,203+45.9% |
| Participant deferral / active EE | $1,937 | $2,574-24.7% | $3,583-45.9% | $3,192-39.3% |
| Admin fee / account holder | $3,616 | $3,516+2.8% | $4,880-25.9% | $4,297-15.9% |