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 | $16,875 | $76,000-77.8% | $154,107-89.1% | $64,186-73.7% |
| Participation rate | 81.1% | 70.4%+10.7pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -0.13% | 30.32%-30.4pp | 735.12%-735.2pp | 7.63%-7.8pp |
| Employer contribution / active EE | $820 | $3,351-75.5% | $5,298-84.5% | $2,381-65.6% |
| Participant deferral / active EE | $1,594 | $3,175-49.8% | $5,081-68.6% | $3,470-54.1% |
| Admin fee / account holder | $3,368 | $5,596-39.8% | $13,411-74.9% | $4,888-31.1% |