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 7-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 | $23,450 | $190,805-87.7% | $159,960-85.3% | $134,475-82.6% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -17.03% | 552.23%-569.3pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $916 | $4,995-81.7% | $4,226-78.3% | $4,740-80.7% |
| Participant deferral / active EE | $3,741 | $6,923-46.0% | $6,182-39.5% | $6,400-41.6% |
| Admin fee / account holder | $2,065 | $10,471-80.3% | $8,698-76.3% | $11,426-81.9% |