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 9-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 | $20,617 | $75,828-72.8% | $147,614-86.0% | $59,632-65.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.53% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,881 | $3,485-46.0% | $5,564-66.2% | $2,203-14.6% |
| Participant deferral / active EE | $2,436 | $3,130-22.2% | $4,895-50.2% | $3,192-23.7% |
| Admin fee / account holder | $5,323 | $5,985-11.1% | $11,611-54.2% | $4,297+23.9% |