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 | $24,467 | $48,050-49.1% | $85,969-71.5% | $59,632-59.0% |
| Participation rate | 80.0% | 64.5%+15.5pp | 76.5%+3.5pp | 68.7%+11.3pp |
| Annual return | -0.25% | 0.29%-0.5pp | 9.32%-9.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $674 | $1,640-58.9% | $3,474-80.6% | $2,203-69.4% |
| Participant deferral / active EE | $855 | $2,249-62.0% | $3,829-77.7% | $3,192-73.2% |
| Admin fee / account holder | $1,447 | $3,206-54.9% | $6,053-76.1% | $4,297-66.3% |