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 | $13,315 | $133,958-90.1% | $112,228-88.1% | $134,475-90.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -9.41% | 47.11%-56.5pp | 27.45%-36.9pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,263 | $4,038-19.2% | $3,635-10.2% | $4,740-31.2% |
| Participant deferral / active EE | $9,638 | $5,291+82.2% | $4,728+103.9% | $6,400+50.6% |
| Admin fee / account holder | $69,200 | $7,489+824.1% | $6,410+979.6% | $11,426+505.6% |