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 | $17,923 | $44,850-60.0% | $60,547-70.4% | $59,632-69.9% |
| Participation rate | 86.4% | 59.5%+26.9pp | 68.0%+18.4pp | 68.7%+17.7pp |
| Annual return | 0.81% | 1074.14%-1073.3pp | 335.64%-334.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,234 | $1,462-15.6% | $2,419-49.0% | $2,203-44.0% |
| Participant deferral / active EE | $1,298 | $2,230-41.8% | $3,328-61.0% | $3,192-59.3% |
| Admin fee / account holder | $2,281 | $3,635-37.2% | $4,536-49.7% | $4,297-46.9% |