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 | $19,828 | $93,024-78.7% | $77,024-74.3% | $134,475-85.3% |
| Participation rate | 76.5% | 74.5%+2.0pp | 67.9%+8.6pp | 81.2%-4.8pp |
| Annual return | -13.27% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,505 | $3,418-26.7% | $2,812-10.9% | $4,740-47.2% |
| Participant deferral / active EE | $5,668 | $5,238+8.2% | $4,426+28.1% | $6,400-11.4% |
| Admin fee / account holder | $8,222 | $6,944+18.4% | $5,425+51.5% | $11,426-28.0% |