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 | $19,306 | $76,000-74.6% | $154,107-87.5% | $64,186-69.9% |
| Participation rate | 78.0% | 70.4%+7.6pp | 83.0%-5.1pp | 69.6%+8.4pp |
| Annual return | -3.57% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,241 | $3,351-33.1% | $5,298-57.7% | $2,381-5.9% |
| Participant deferral / active EE | $1,435 | $3,175-54.8% | $5,081-71.8% | $3,470-58.7% |
| Admin fee / account holder | $2,917 | $5,596-47.9% | $13,411-78.2% | $4,888-40.3% |