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 | $18,959 | $76,000-75.1% | $154,107-87.7% | $64,186-70.5% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.0pp |
| Annual return | -5.91% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,038 | $3,351-39.2% | $5,298-61.5% | $2,381-14.4% |
| Participant deferral / active EE | $2,069 | $3,175-34.8% | $5,081-59.3% | $3,470-40.4% |
| Admin fee / account holder | $1,434 | $5,596-74.4% | $13,411-89.3% | $4,888-70.7% |