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 | $15,556 | $84,695-81.6% | $73,843-78.9% | $125,391-87.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.09% | 3123.53%-3123.4pp | 2267.84%-2267.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,324 | $3,123-57.6% | $2,787-52.5% | $4,866-72.8% |
| Participant deferral / active EE | $1,709 | $3,992-57.2% | $3,583-52.3% | $5,352-68.1% |
| Admin fee / account holder | $3,688 | $5,691-35.2% | $4,880-24.4% | $9,540-61.3% |