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 6-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 | $8,062 | $29,660-72.8% | $56,411-85.7% | $80,856-90.0% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 16.21% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,020 | $669+52.4% | $1,039-1.8% | $2,755-63.0% |
| Participant deferral / active EE | $2,095 | $1,226+70.9% | $1,952+7.4% | $4,296-51.2% |
| Admin fee / account holder | $745 | $2,428-69.3% | $2,829-73.7% | $6,918-89.2% |