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 | $50,469 | $82,032-38.5% | $123,104-59.0% | $59,632-15.4% |
| Participation rate | 75.6% | 83.2%-7.6pp | 86.8%-11.2pp | 68.7%+6.9pp |
| Annual return | -0.20% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,287 | $3,297-61.0% | $5,151-75.0% | $2,203-41.6% |
| Participant deferral / active EE | $3,353 | $4,667-28.1% | $6,230-46.2% | $3,192+5.1% |
| Admin fee / account holder | $2,705 | $5,881-54.0% | $9,015-70.0% | $4,297-37.1% |