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 | $14,973 | $67,331-77.8% | $60,874-75.4% | $134,475-88.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -15.57% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $708 | $3,096-77.1% | $2,701-73.8% | $4,740-85.1% |
| Participant deferral / active EE | $2,898 | $4,538-36.2% | $3,817-24.1% | $6,400-54.7% |
| Admin fee / account holder | $8,293 | $4,582+81.0% | $3,224+157.2% | $11,426-27.4% |