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 | $17,967 | $67,331-73.3% | $60,874-70.5% | $134,475-86.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -18.87% | 49.93%-68.8pp | 16.90%-35.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,169 | $3,096-30.0% | $2,701-19.7% | $4,740-54.2% |
| Participant deferral / active EE | $2,905 | $4,538-36.0% | $3,817-23.9% | $6,400-54.6% |
| Admin fee / account holder | $5,754 | $4,582+25.6% | $3,224+78.4% | $11,426-49.6% |