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 | $41,489 | $95,971-56.8% | $74,550-44.3% | $135,375-69.4% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -7.58% | 56.96%-64.5pp | 32.53%-40.1pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,628 | $2,716-40.1% | $1,961-17.0% | $4,779-65.9% |
| Participant deferral / active EE | $3,273 | $3,843-14.8% | $3,108+5.3% | $5,609-41.6% |
| Admin fee / account holder | $2,586 | $6,522-60.3% | $5,060-48.9% | $10,827-76.1% |