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 | $29,801 | $95,971-68.9% | $74,550-60.0% | $135,375-78.0% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -5.13% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,564 | $2,716-42.4% | $1,961-20.2% | $4,779-67.3% |
| Participant deferral / active EE | $3,535 | $3,843-8.0% | $3,108+13.7% | $5,609-37.0% |
| Admin fee / account holder | $4,474 | $6,522-31.4% | $5,060-11.6% | $10,827-58.7% |