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 | $31,437 | $138,065-77.2% | $123,544-74.6% | $135,375-76.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.19% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,826 | $5,151-45.1% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $4,604 | $6,799-32.3% | $6,426-28.3% | $5,609-17.9% |
| Admin fee / account holder | $1,299 | $10,916-88.1% | $9,284-86.0% | $10,827-88.0% |