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 | $14,572 | $29,660-50.9% | $56,411-74.2% | $80,856-82.0% |
| Participation rate | 93.0% | 41.6%+51.4pp | 52.5%+40.6pp | 67.6%+25.4pp |
| Annual return | 20.76% | 35.23%-14.5pp | 1701.33%-1680.6pp | 35.59%-14.8pp |
| Employer contribution / active EE | $167 | $669-75.0% | $1,039-83.9% | $2,755-93.9% |
| Participant deferral / active EE | $2,307 | $1,226+88.2% | $1,952+18.2% | $4,296-46.3% |
| Admin fee / account holder | $1,218 | $2,428-49.8% | $2,829-56.9% | $6,918-82.4% |