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 | $24,384 | $93,024-73.8% | $77,024-68.3% | $134,475-81.9% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -17.46% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,121 | $3,418-8.7% | $2,812+11.0% | $4,740-34.1% |
| Participant deferral / active EE | $3,830 | $5,238-26.9% | $4,426-13.5% | $6,400-40.1% |
| Admin fee / account holder | $1,031 | $6,944-85.2% | $5,425-81.0% | $11,426-91.0% |