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 | $22,281 | $95,193-76.6% | $76,523-70.9% | $135,375-83.5% |
| Participation rate | 78.9% | 74.4%+4.6pp | 68.0%+10.9pp | 82.6%-3.7pp |
| Annual return | -8.31% | 4.85%-13.2pp | -0.27%-8.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,689 | $3,302-48.9% | $2,647-36.2% | $4,779-64.7% |
| Participant deferral / active EE | $2,625 | $4,639-43.4% | $3,835-31.6% | $5,609-53.2% |
| Admin fee / account holder | $310 | $6,249-95.0% | $4,848-93.6% | $10,827-97.1% |