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 | $30,832 | $95,862-67.8% | $79,550-61.2% | $134,475-77.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.18% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,236 | $3,128-60.5% | $2,413-48.8% | $4,740-73.9% |
| Participant deferral / active EE | $2,324 | $4,693-50.5% | $3,985-41.7% | $6,400-63.7% |
| Admin fee / account holder | $923 | $9,126-89.9% | $6,832-86.5% | $11,426-91.9% |