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 | $20,611 | $92,222-77.7% | $76,768-73.2% | $135,375-84.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -1.67% | 5.46%-7.1pp | 2.43%-4.1pp | 519.73%-521.4pp |
| Employer contribution / active EE | $922 | $3,216-71.3% | $2,485-62.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,687 | $4,509-18.2% | $3,852-4.3% | $5,609-34.3% |
| Admin fee / account holder | $47,382 | $10,748+340.8% | $6,675+609.9% | $10,827+337.6% |