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 | $19,417 | $93,024-79.1% | $77,024-74.8% | $134,475-85.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -16.57% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,134 | $3,418-37.6% | $2,812-24.1% | $4,740-55.0% |
| Participant deferral / active EE | $3,721 | $5,238-29.0% | $4,426-15.9% | $6,400-41.9% |
| Admin fee / account holder | $575 | $6,944-91.7% | $5,425-89.4% | $11,426-95.0% |