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 | $16,967 | $76,000-77.7% | $154,107-89.0% | $64,186-73.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,205 | $3,351-64.1% | $5,298-77.3% | $2,381-49.4% |
| Participant deferral / active EE | $1,658 | $3,175-47.8% | $5,081-67.4% | $3,470-52.2% |
| Admin fee / account holder | $837 | $5,596-85.0% | $13,411-93.8% | $4,888-82.9% |