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 | $22,665 | $93,024-75.6% | $77,024-70.6% | $134,475-83.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -16.60% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,038 | $3,418-40.4% | $2,812-27.5% | $4,740-57.0% |
| Participant deferral / active EE | $7,094 | $5,238+35.4% | $4,426+60.3% | $6,400+10.9% |
| Admin fee / account holder | $7,702 | $6,944+10.9% | $5,425+42.0% | $11,426-32.6% |