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 | $15,382 | $60,124-74.4% | $90,404-83.0% | $79,858-80.7% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.2pp |
| Annual return | 19.03% | 71.94%-52.9pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $532 | $2,068-74.3% | $3,262-83.7% | $2,471-78.5% |
| Participant deferral / active EE | $1,332 | $2,938-54.7% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $426 | $3,976-89.3% | $5,611-92.4% | $5,306-92.0% |