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 | $15,976 | $76,000-79.0% | $154,107-89.6% | $64,186-75.1% |
| Participation rate | 79.4% | 70.4%+9.0pp | 83.0%-3.6pp | 69.6%+9.8pp |
| Annual return | -3.48% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,049 | $3,351-68.7% | $5,298-80.2% | $2,381-55.9% |
| Participant deferral / active EE | $3,203 | $3,175+0.9% | $5,081-37.0% | $3,470-7.7% |
| Admin fee / account holder | $3,974 | $5,596-29.0% | $13,411-70.4% | $4,888-18.7% |