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 | $16,335 | $67,331-75.7% | $60,874-73.2% | $134,475-87.9% |
| Participation rate | 89.5% | 76.2%+13.3pp | 73.1%+16.4pp | 81.2%+8.3pp |
| Annual return | -17.38% | 49.93%-67.3pp | 16.90%-34.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,244 | $3,096-27.5% | $2,701-16.9% | $4,740-52.6% |
| Participant deferral / active EE | $3,363 | $4,538-25.9% | $3,817-11.9% | $6,400-47.4% |
| Admin fee / account holder | $352 | $4,582-92.3% | $3,224-89.1% | $11,426-96.9% |