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 | $36,008 | $75,828-52.5% | $147,614-75.6% | $59,632-39.6% |
| Participation rate | 84.1% | 71.6%+12.5pp | 84.6%-0.5pp | 68.7%+15.4pp |
| Annual return | 1.84% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,650 | $3,485-52.6% | $5,564-70.3% | $2,203-25.1% |
| Participant deferral / active EE | $2,060 | $3,130-34.2% | $4,895-57.9% | $3,192-35.5% |
| Admin fee / account holder | $2,660 | $5,985-55.5% | $11,611-77.1% | $4,297-38.1% |