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 9-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 | $33,941 | $93,024-63.5% | $77,024-55.9% | $134,475-74.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -16.64% | 62.60%-79.2pp | 42.32%-59.0pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,313 | $3,418+114.0% | $2,812+160.0% | $4,740+54.3% |
| Participant deferral / active EE | $6,335 | $5,238+20.9% | $4,426+43.1% | $6,400-1.0% |
| Admin fee / account holder | $2,360 | $6,944-66.0% | $5,425-56.5% | $11,426-79.3% |