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 | $32,126 | $95,971-66.5% | $74,550-56.9% | $135,375-76.3% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -5.71% | 56.96%-62.7pp | 32.53%-38.2pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,809 | $2,716-33.4% | $1,961-7.7% | $4,779-62.1% |
| Participant deferral / active EE | $2,543 | $3,843-33.8% | $3,108-18.2% | $5,609-54.7% |
| Admin fee / account holder | $6,697 | $6,522+2.7% | $5,060+32.4% | $10,827-38.1% |