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 | $23,226 | $76,000-69.4% | $154,107-84.9% | $64,186-63.8% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -4.74% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,527 | $3,351-24.6% | $5,298-52.3% | $2,381+6.1% |
| Participant deferral / active EE | $2,254 | $3,175-29.0% | $5,081-55.6% | $3,470-35.0% |
| Admin fee / account holder | $2,886 | $5,596-48.4% | $13,411-78.5% | $4,888-41.0% |