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 | $21,947 | $133,958-83.6% | $112,228-80.4% | $134,475-83.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -15.18% | 47.11%-62.3pp | 27.45%-42.6pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,139 | $4,038+27.3% | $3,635+41.4% | $4,740+8.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,275 | $7,489-2.9% | $6,410+13.5% | $11,426-36.3% |