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 | $24,577 | $67,331-63.5% | $60,874-59.6% | $134,475-81.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -16.60% | 49.93%-66.5pp | 16.90%-33.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,567 | $3,096-49.4% | $2,701-42.0% | $4,740-66.9% |
| Participant deferral / active EE | $5,055 | $4,538+11.4% | $3,817+32.5% | $6,400-21.0% |
| Admin fee / account holder | $4,974 | $4,582+8.6% | $3,224+54.3% | $11,426-56.5% |