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 | $20,345 | $104,106-80.5% | $71,086-71.4% | $135,375-85.0% |
| Participation rate | 94.1% | 65.7%+28.5pp | 54.7%+39.5pp | 82.6%+11.5pp |
| Annual return | -8.18% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,530 | $1,485+3.0% | $1,088+40.7% | $4,779-68.0% |
| Participant deferral / active EE | $2,185 | $2,527-13.5% | $1,874+16.6% | $5,609-61.0% |
| Admin fee / account holder | $1,423 | $4,142-65.6% | $3,082-53.8% | $10,827-86.9% |