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 | $26,852 | $138,065-80.6% | $123,544-78.3% | $135,375-80.2% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -8.87% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,537 | $5,151-31.3% | $4,628-23.6% | $4,779-26.0% |
| Participant deferral / active EE | $5,115 | $6,799-24.8% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $3,435 | $10,916-68.5% | $9,284-63.0% | $10,827-68.3% |