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 | $22,358 | $69,010-67.6% | $159,960-86.0% | $68,494-67.4% |
| Participation rate | 82.6% | 65.4%+17.2pp | 78.0%+4.7pp | 67.9%+14.7pp |
| Annual return | -19.12% | -9.65%-9.5pp | 408.60%-427.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $915 | $2,213-58.6% | $4,226-78.3% | $2,596-64.7% |
| Participant deferral / active EE | $2,025 | $4,212-51.9% | $6,182-67.2% | $4,027-49.7% |
| Admin fee / account holder | $3,715 | $4,798-22.6% | $8,698-57.3% | $5,403-31.2% |