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 | $34,213 | $76,000-55.0% | $154,107-77.8% | $64,186-46.7% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.6pp | 69.6%+0.9pp |
| Annual return | -3.78% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $950 | $3,351-71.6% | $5,298-82.1% | $2,381-60.1% |
| Participant deferral / active EE | $2,092 | $3,175-34.1% | $5,081-58.8% | $3,470-39.7% |
| Admin fee / account holder | $15,871 | $5,596+183.6% | $13,411+18.3% | $4,888+224.7% |