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 | $16,715 | $29,660-43.6% | $56,411-70.4% | $80,856-79.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.94% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,532 | $669+128.8% | $1,039+47.5% | $2,755-44.4% |
| Participant deferral / active EE | $2,171 | $1,226+77.0% | $1,952+11.2% | $4,296-49.5% |
| Admin fee / account holder | $2,986 | $2,428+23.0% | $2,829+5.5% | $6,918-56.8% |