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 | $20,141 | $93,024-78.3% | $77,024-73.9% | $134,475-85.0% |
| Participation rate | 78.3% | 74.5%+3.8pp | 67.9%+10.4pp | 81.2%-3.0pp |
| Annual return | -19.44% | 62.60%-82.0pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,586 | $3,418-53.6% | $2,812-43.6% | $4,740-66.5% |
| Participant deferral / active EE | $4,322 | $5,238-17.5% | $4,426-2.4% | $6,400-32.5% |
| Admin fee / account holder | $4,440 | $6,944-36.1% | $5,425-18.2% | $11,426-61.1% |