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 7-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 | $19,094 | $133,958-85.7% | $112,228-83.0% | $134,475-85.8% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -12.91% | 47.11%-60.0pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,137 | $4,038-47.1% | $3,635-41.2% | $4,740-54.9% |
| Participant deferral / active EE | $3,346 | $5,291-36.8% | $4,728-29.2% | $6,400-47.7% |
| Admin fee / account holder | $9,589 | $7,489+28.0% | $6,410+49.6% | $11,426-16.1% |