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 | $22,386 | $76,000-70.5% | $154,107-85.5% | $64,186-65.1% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.7pp |
| Annual return | -7.53% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,881 | $3,351-43.9% | $5,298-64.5% | $2,381-21.0% |
| Participant deferral / active EE | $1,972 | $3,175-37.9% | $5,081-61.2% | $3,470-43.2% |
| Admin fee / account holder | $1,820 | $5,596-67.5% | $13,411-86.4% | $4,888-62.8% |