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 | $19,903 | $129,942-84.7% | $104,294-80.9% | $134,475-85.2% |
| Participation rate | 81.0% | 79.5%+1.4pp | 73.3%+7.7pp | 81.2%-0.3pp |
| Annual return | -19.47% | 42.03%-61.5pp | 24.61%-44.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,687 | $4,184-11.9% | $3,372+9.3% | $4,740-22.2% |
| Participant deferral / active EE | $2,416 | $5,588-56.8% | $4,625-47.8% | $6,400-62.2% |
| Admin fee / account holder | $1,142 | $9,323-87.8% | $7,339-84.4% | $11,426-90.0% |