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 | $15,090 | $76,000-80.1% | $154,107-90.2% | $64,186-76.5% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -5.21% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,333 | $3,351-60.2% | $5,298-74.8% | $2,381-44.0% |
| Participant deferral / active EE | $2,191 | $3,175-31.0% | $5,081-56.9% | $3,470-36.9% |
| Admin fee / account holder | $2,577 | $5,596-53.9% | $13,411-80.8% | $4,888-47.3% |