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 | $20,680 | $76,000-72.8% | $154,107-86.6% | $64,186-67.8% |
| Participation rate | 84.5% | 70.4%+14.1pp | 83.0%+1.5pp | 69.6%+14.9pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,548 | $3,351-53.8% | $5,298-70.8% | $2,381-35.0% |
| Participant deferral / active EE | $3,018 | $3,175-4.9% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $3,685 | $5,596-34.2% | $13,411-72.5% | $4,888-24.6% |