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 | $21,860 | $67,331-67.5% | $60,874-64.1% | $134,475-83.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -19.10% | 49.93%-69.0pp | 16.90%-36.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,579 | $3,096-16.7% | $2,701-4.5% | $4,740-45.6% |
| Participant deferral / active EE | $5,327 | $4,538+17.4% | $3,817+39.6% | $6,400-16.8% |
| Admin fee / account holder | $1,200 | $4,582-73.8% | $3,224-62.8% | $11,426-89.5% |