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 | $32,542 | $105,860-69.3% | $90,749-64.1% | $134,475-75.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -16.66% | -11.01%-5.7pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,517 | $3,462-56.2% | $2,921-48.1% | $4,740-68.0% |
| Participant deferral / active EE | $4,829 | $5,216-7.4% | $4,564+5.8% | $6,400-24.5% |
| Admin fee / account holder | $902 | $13,938-93.5% | $8,445-89.3% | $11,426-92.1% |