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 | $21,465 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 77.8% | 70.4%+7.4pp | 83.0%-5.3pp | 69.6%+8.2pp |
| Annual return | -7.40% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,178 | $3,351-64.8% | $5,298-77.8% | $2,381-50.5% |
| Participant deferral / active EE | $1,984 | $3,175-37.5% | $5,081-60.9% | $3,470-42.8% |
| Admin fee / account holder | $852 | $5,596-84.8% | $13,411-93.6% | $4,888-82.6% |