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 | $12,866 | $39,798-67.7% | $67,711-81.0% | $59,632-78.4% |
| Participation rate | 88.5% | 57.4%+31.2pp | 67.5%+21.0pp | 68.7%+19.9pp |
| Annual return | 1.25% | 89.94%-88.7pp | 25.41%-24.2pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $593 | $1,393-57.4% | $2,559-76.8% | $2,203-73.1% |
| Participant deferral / active EE | $1,345 | $2,335-42.4% | $3,585-62.5% | $3,192-57.9% |
| Admin fee / account holder | $4,000 | $3,212+24.5% | $4,255-6.0% | $4,297-6.9% |