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 | $39,330 | $67,331-41.6% | $60,874-35.4% | $134,475-70.8% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.1%-0.4pp | 81.2%-8.5pp |
| Annual return | -19.00% | 49.93%-68.9pp | 16.90%-35.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,280 | $3,096-58.7% | $2,701-52.6% | $4,740-73.0% |
| Participant deferral / active EE | $1,615 | $4,538-64.4% | $3,817-57.7% | $6,400-74.8% |
| Admin fee / account holder | $409 | $4,582-91.1% | $3,224-87.3% | $11,426-96.4% |