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 | $33,186 | $76,000-56.3% | $154,107-78.5% | $64,186-48.3% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | -7.76% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $915 | $3,351-72.7% | $5,298-82.7% | $2,381-61.5% |
| Participant deferral / active EE | $1,980 | $3,175-37.7% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $6,661 | $5,596+19.0% | $13,411-50.3% | $4,888+36.3% |