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 | $31,314 | $108,642-71.2% | $74,701-58.1% | $152,861-79.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 2.80% | 114.06%-111.3pp | 752.92%-750.1pp | 345.32%-342.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $974 | $2,712-64.1% | $1,964-50.4% | $5,850-83.4% |
| Admin fee / account holder | $5,693 | $4,902+16.1% | $3,333+70.8% | $11,596-50.9% |