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 | $32,276 | $100,754-68.0% | $86,677-62.8% | $134,475-76.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -13.31% | 29.04%-42.4pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,153 | $3,489-67.0% | $2,836-59.4% | $4,740-75.7% |
| Participant deferral / active EE | $6,528 | $5,338+22.3% | $4,656+40.2% | $6,400+2.0% |
| Admin fee / account holder | $31,994 | $10,926+192.8% | $7,493+327.0% | $11,426+180.0% |