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 | $18,605 | $76,000-75.5% | $154,107-87.9% | $64,186-71.0% |
| Participation rate | 81.1% | 70.4%+10.7pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -6.45% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,480 | $3,351-55.8% | $5,298-72.1% | $2,381-37.9% |
| Participant deferral / active EE | $2,345 | $3,175-26.1% | $5,081-53.8% | $3,470-32.4% |
| Admin fee / account holder | $911 | $5,596-83.7% | $13,411-93.2% | $4,888-81.4% |