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 | $22,048 | $76,000-71.0% | $154,107-85.7% | $64,186-65.7% |
| Participation rate | 88.6% | 70.4%+18.2pp | 83.0%+5.5pp | 69.6%+19.0pp |
| Annual return | -6.49% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $425 | $3,351-87.3% | $5,298-92.0% | $2,381-82.1% |
| Participant deferral / active EE | $1,919 | $3,175-39.6% | $5,081-62.2% | $3,470-44.7% |
| Admin fee / account holder | $428 | $5,596-92.3% | $13,411-96.8% | $4,888-91.2% |