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 | $20,920 | $117,690-82.2% | $71,735-70.8% | $134,475-84.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 62.3%+25.2pp | 81.2%+6.3pp |
| Annual return | -11.99% | 25.44%-37.4pp | 9.14%-21.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $625 | $2,525-75.2% | $1,704-63.3% | $4,740-86.8% |
| Participant deferral / active EE | $2,909 | $3,759-22.6% | $2,658+9.4% | $6,400-54.5% |
| Admin fee / account holder | $1,227 | $6,379-80.8% | $3,974-69.1% | $11,426-89.3% |