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 | $34,169 | $76,000-55.0% | $154,107-77.8% | $64,186-46.8% |
| Participation rate | 70.3% | 70.4%-0.1pp | 83.0%-12.8pp | 69.6%+0.7pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $718 | $3,351-78.6% | $5,298-86.4% | $2,381-69.8% |
| Participant deferral / active EE | $993 | $3,175-68.7% | $5,081-80.5% | $3,470-71.4% |
| Admin fee / account holder | $2,753 | $5,596-50.8% | $13,411-79.5% | $4,888-43.7% |