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 | $34,196 | $76,000-55.0% | $154,107-77.8% | $64,186-46.7% |
| Participation rate | 89.3% | 70.4%+18.9pp | 83.0%+6.2pp | 69.6%+19.7pp |
| Annual return | -1.13% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,211 | $3,351-63.9% | $5,298-77.1% | $2,381-49.1% |
| Participant deferral / active EE | $3,176 | $3,1750% | $5,081-37.5% | $3,470-8.5% |
| Admin fee / account holder | $2,783 | $5,596-50.3% | $13,411-79.2% | $4,888-43.1% |