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 7-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 | $11,396 | $61,774-81.6% | $97,226-88.3% | $80,856-85.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 12.84% | -557.90%+570.7pp | 75.13%-62.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $817 | $1,837-55.5% | $2,729-70.1% | $2,755-70.4% |
| Participant deferral / active EE | $3,306 | $3,029+9.1% | $4,264-22.5% | $4,296-23.0% |
| Admin fee / account holder | $512 | $5,166-90.1% | $5,654-91.0% | $6,918-92.6% |