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 | $28,737 | $93,024-69.1% | $77,024-62.7% | $134,475-78.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -21.44% | 62.60%-84.0pp | 42.32%-63.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,144 | $3,418-37.3% | $2,812-23.8% | $4,740-54.8% |
| Participant deferral / active EE | $12,154 | $5,238+132.1% | $4,426+174.6% | $6,400+89.9% |
| Admin fee / account holder | $1,542 | $6,944-77.8% | $5,425-71.6% | $11,426-86.5% |