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 | $15,361 | $39,798-61.4% | $67,711-77.3% | $59,632-74.2% |
| Participation rate | 71.9% | 57.4%+14.5pp | 67.5%+4.4pp | 68.7%+3.2pp |
| Annual return | 2.44% | 89.94%-87.5pp | 25.41%-23.0pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $775 | $1,393-44.4% | $2,559-69.7% | $2,203-64.8% |
| Participant deferral / active EE | $1,330 | $2,335-43.1% | $3,585-62.9% | $3,192-58.3% |
| Admin fee / account holder | $449 | $3,212-86.0% | $4,255-89.5% | $4,297-89.6% |