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 | $33,708 | $56,199-40.0% | $67,652-50.2% | $59,632-43.5% |
| Participation rate | 87.0% | 71.5%+15.6pp | 75.7%+11.4pp | 68.7%+18.4pp |
| Annual return | -1.33% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $402 | $1,614-75.1% | $2,266-82.2% | $2,203-81.7% |
| Participant deferral / active EE | $2,476 | $2,844-12.9% | $3,560-30.5% | $3,192-22.4% |
| Admin fee / account holder | $458 | $3,958-88.4% | $4,821-90.5% | $4,297-89.3% |