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 | $35,241 | $97,757-63.9% | $83,848-58.0% | $135,375-74.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.24% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,021 | $4,222-28.4% | $3,631-16.8% | $4,779-36.8% |
| Participant deferral / active EE | $5,413 | $4,682+15.6% | $4,082+32.6% | $5,609-3.5% |
| Admin fee / account holder | $394 | $6,674-94.1% | $5,478-92.8% | $10,827-96.4% |