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 | $21,114 | $44,850-52.9% | $60,547-65.1% | $59,632-64.6% |
| Participation rate | 96.8% | 59.5%+37.3pp | 68.0%+28.8pp | 68.7%+28.1pp |
| Annual return | -2.75% | 1074.14%-1076.9pp | 335.64%-338.4pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $317 | $1,462-78.3% | $2,419-86.9% | $2,203-85.6% |
| Participant deferral / active EE | $2,310 | $2,230+3.6% | $3,328-30.6% | $3,192-27.6% |
| Admin fee / account holder | $2,424 | $3,635-33.3% | $4,536-46.6% | $4,297-43.6% |