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 | $20,239 | $43,723-53.7% | $121,196-83.3% | $64,186-68.5% |
| Participation rate | 80.0% | 58.3%+21.7pp | 71.7%+8.3pp | 69.6%+10.4pp |
| Annual return | -1.29% | 68.91%-70.2pp | 16.93%-18.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $573 | $1,296-55.8% | $4,022-85.8% | $2,381-75.9% |
| Participant deferral / active EE | $1,974 | $2,280-13.4% | $3,344-41.0% | $3,470-43.1% |
| Admin fee / account holder | $13,694 | $3,501+291.1% | $5,019+172.8% | $4,888+180.2% |