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 | $20,308 | $100,754-79.8% | $86,677-76.6% | $134,475-84.9% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -17.84% | 29.04%-46.9pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,470 | $3,489+85.4% | $2,836+128.1% | $4,740+36.5% |
| Participant deferral / active EE | $3,648 | $5,338-31.7% | $4,656-21.7% | $6,400-43.0% |
| Admin fee / account holder | $8,615 | $10,926-21.2% | $7,493+15.0% | $11,426-24.6% |