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 | $17,153 | $76,000-77.4% | $154,107-88.9% | $64,186-73.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -2.86% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $898 | $3,351-73.2% | $5,298-83.1% | $2,381-62.3% |
| Participant deferral / active EE | $2,202 | $3,175-30.6% | $5,081-56.7% | $3,470-36.5% |
| Admin fee / account holder | $601 | $5,596-89.3% | $13,411-95.5% | $4,888-87.7% |