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 | $17,430 | $76,000-77.1% | $154,107-88.7% | $64,186-72.8% |
| Participation rate | 71.1% | 70.4%+0.7pp | 83.0%-11.9pp | 69.6%+1.5pp |
| Annual return | -5.84% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $743 | $3,351-77.8% | $5,298-86.0% | $2,381-68.8% |
| Participant deferral / active EE | $1,235 | $3,175-61.1% | $5,081-75.7% | $3,470-64.4% |
| Admin fee / account holder | $1,803 | $5,596-67.8% | $13,411-86.6% | $4,888-63.1% |