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 | $17,775 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -5.82% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,282 | $3,351-61.7% | $5,298-75.8% | $2,381-46.2% |
| Participant deferral / active EE | $1,678 | $3,175-47.1% | $5,081-67.0% | $3,470-51.6% |
| Admin fee / account holder | $912 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |