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 | $18,929 | $76,000-75.1% | $154,107-87.7% | $64,186-70.5% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -5.32% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $926 | $3,351-72.4% | $5,298-82.5% | $2,381-61.1% |
| Participant deferral / active EE | $1,370 | $3,175-56.8% | $5,081-73.0% | $3,470-60.5% |
| Admin fee / account holder | $7,752 | $5,596+38.5% | $13,411-42.2% | $4,888+58.6% |