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 | $38,723 | $138,065-72.0% | $123,544-68.7% | $135,375-71.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.07% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,837 | $5,151-25.5% | $4,628-17.1% | $4,779-19.7% |
| Participant deferral / active EE | $6,359 | $6,799-6.5% | $6,426-1.0% | $5,609+13.4% |
| Admin fee / account holder | $4,136 | $10,916-62.1% | $9,284-55.4% | $10,827-61.8% |