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 | $30,935 | $129,942-76.2% | $104,294-70.3% | $134,475-77.0% |
| Participation rate | 90.5% | 79.5%+11.0pp | 73.3%+17.2pp | 81.2%+9.3pp |
| Annual return | -11.60% | 42.03%-53.6pp | 24.61%-36.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,671 | $4,184-60.1% | $3,372-50.4% | $4,740-64.8% |
| Participant deferral / active EE | $2,326 | $5,588-58.4% | $4,625-49.7% | $6,400-63.7% |
| Admin fee / account holder | $1,180 | $9,323-87.3% | $7,339-83.9% | $11,426-89.7% |