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 | $32,568 | $90,600-64.1% | $79,464-59.0% | $135,375-75.9% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -4.75% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $845 | $3,068-72.5% | $2,800-69.8% | $4,779-82.3% |
| Participant deferral / active EE | $2,665 | $4,050-34.2% | $3,704-28.1% | $5,609-52.5% |
| Admin fee / account holder | $7,441 | $5,907+26.0% | $5,113+45.5% | $10,827-31.3% |