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 | $25,450 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,942 | $5,151-62.3% | $4,628-58.0% | $4,779-59.4% |
| Participant deferral / active EE | $3,947 | $6,799-41.9% | $6,426-38.6% | $5,609-29.6% |
| Admin fee / account holder | $4,152 | $10,916-62.0% | $9,284-55.3% | $10,827-61.7% |