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 | $12,649 | $90,600-86.0% | $79,464-84.1% | $135,375-90.7% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -2.77% | 977.43%-980.2pp | 718.14%-720.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,531 | $3,068-50.1% | $2,800-45.3% | $4,779-68.0% |
| Participant deferral / active EE | $3,491 | $4,050-13.8% | $3,704-5.7% | $5,609-37.8% |
| Admin fee / account holder | $7,290 | $5,907+23.4% | $5,113+42.6% | $10,827-32.7% |