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 | $18,854 | $69,518-72.9% | $59,878-68.5% | $135,375-86.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.20% | 7.94%-8.1pp | 3.46%-3.7pp | 519.73%-519.9pp |
| Employer contribution / active EE | $560 | $3,235-82.7% | $2,722-79.4% | $4,779-88.3% |
| Participant deferral / active EE | $2,697 | $4,206-35.9% | $3,402-20.7% | $5,609-51.9% |
| Admin fee / account holder | $1,152 | $5,734-79.9% | $3,590-67.9% | $10,827-89.4% |