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 | $21,006 | $75,828-72.3% | $147,614-85.8% | $59,632-64.8% |
| Participation rate | 71.9% | 71.6%+0.3pp | 84.6%-12.7pp | 68.7%+3.2pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,494 | $3,485-57.1% | $5,564-73.1% | $2,203-32.2% |
| Participant deferral / active EE | $1,920 | $3,130-38.7% | $4,895-60.8% | $3,192-39.8% |
| Admin fee / account holder | $2,026 | $5,985-66.2% | $11,611-82.6% | $4,297-52.9% |