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 | $32,228 | $97,757-67.0% | $83,848-61.6% | $135,375-76.2% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -8.66% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,542 | $4,222-63.5% | $3,631-57.5% | $4,779-67.7% |
| Participant deferral / active EE | $3,321 | $4,682-29.1% | $4,082-18.6% | $5,609-40.8% |
| Admin fee / account holder | $1,876 | $6,674-71.9% | $5,478-65.8% | $10,827-82.7% |