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 9-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 | $14,032 | $60,124-76.7% | $90,404-84.5% | $79,858-82.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.12% | 71.94%-54.8pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,452 | $2,068-29.8% | $3,262-55.5% | $2,471-41.2% |
| Participant deferral / active EE | $2,158 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $498 | $3,976-87.5% | $5,611-91.1% | $5,306-90.6% |