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 5-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 | $20,336 | $133,958-84.8% | $112,228-81.9% | $134,475-84.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.77% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,324 | $4,038-67.2% | $3,635-63.6% | $4,740-72.1% |
| Participant deferral / active EE | $2,148 | $5,291-59.4% | $4,728-54.6% | $6,400-66.4% |
| Admin fee / account holder | $28,926 | $7,489+286.3% | $6,410+351.3% | $11,426+153.2% |