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 | $21,975 | $76,000-71.1% | $154,107-85.7% | $64,186-65.8% |
| Participation rate | 95.5% | 70.4%+25.1pp | 83.0%+12.5pp | 69.6%+26.0pp |
| Annual return | -6.31% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,898 | $3,351-43.4% | $5,298-64.2% | $2,381-20.3% |
| Participant deferral / active EE | $3,778 | $3,175+19.0% | $5,081-25.6% | $3,470+8.9% |
| Admin fee / account holder | $3,823 | $5,596-31.7% | $13,411-71.5% | $4,888-21.8% |