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 | $23,199 | $93,024-75.1% | $77,024-69.9% | $134,475-82.7% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -19.77% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,119 | $3,418-38.0% | $2,812-24.7% | $4,740-55.3% |
| Participant deferral / active EE | $2,672 | $5,238-49.0% | $4,426-39.6% | $6,400-58.2% |
| Admin fee / account holder | $1,107 | $6,944-84.1% | $5,425-79.6% | $11,426-90.3% |