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 | $41,929 | $92,703-54.8% | $82,719-49.3% | $134,475-68.8% |
| Participation rate | 70.8% | 75.2%-4.4pp | 72.6%-1.7pp | 81.2%-10.4pp |
| Annual return | -8.71% | 944.92%-953.6pp | 701.18%-709.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,956 | $3,274+20.8% | $3,009+31.5% | $4,740-16.5% |
| Participant deferral / active EE | $4,597 | $4,802-4.3% | $4,395+4.6% | $6,400-28.2% |
| Admin fee / account holder | $7,020 | $5,983+17.3% | $5,329+31.7% | $11,426-38.6% |