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 | $15,938 | $75,828-79.0% | $147,614-89.2% | $59,632-73.3% |
| Participation rate | 71.1% | 71.6%-0.5pp | 84.6%-13.5pp | 68.7%+2.4pp |
| Annual return | -2.32% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $426 | $3,485-87.8% | $5,564-92.4% | $2,203-80.7% |
| Participant deferral / active EE | $1,985 | $3,130-36.6% | $4,895-59.5% | $3,192-37.8% |
| Admin fee / account holder | $1,158 | $5,985-80.7% | $11,611-90.0% | $4,297-73.1% |