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 | $29,815 | $29,660+0.5% | $56,411-47.1% | $80,856-63.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.15% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $942 | $669+40.8% | $1,039-9.3% | $2,755-65.8% |
| Participant deferral / active EE | $1,728 | $1,226+41.0% | $1,952-11.4% | $4,296-59.8% |
| Admin fee / account holder | $5,006 | $2,428+106.2% | $2,829+77.0% | $6,918-27.6% |