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 | $37,105 | $57,354-35.3% | $83,848-55.7% | $64,186-42.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 3.37% | 11.38%-8.0pp | 850.88%-847.5pp | 7.63%-4.3pp |
| Employer contribution / active EE | $1,757 | $2,545-31.0% | $3,631-51.6% | $2,381-26.2% |
| Participant deferral / active EE | $1,670 | $2,993-44.2% | $4,082-59.1% | $3,470-51.9% |
| Admin fee / account holder | $1,787 | $4,046-55.8% | $5,478-67.4% | $4,888-63.4% |