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 | $55,351 | $95,862-42.3% | $79,550-30.4% | $134,475-58.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.28% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,700 | $3,128-45.7% | $2,413-29.6% | $4,740-64.1% |
| Participant deferral / active EE | $2,361 | $4,693-49.7% | $3,985-40.7% | $6,400-63.1% |
| Admin fee / account holder | $442 | $9,126-95.2% | $6,832-93.5% | $11,426-96.1% |