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 | $43,277 | $88,594-51.2% | $70,092-38.3% | $134,475-67.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -8.56% | 442.67%-451.2pp | 190.73%-199.3pp | 417.96%-426.5pp |
| Employer contribution / active EE | $1,718 | $3,233-46.8% | $2,559-32.8% | $4,740-63.7% |
| Participant deferral / active EE | $4,675 | $4,772-2.0% | $3,849+21.5% | $6,400-26.9% |
| Admin fee / account holder | $7,256 | $10,441-30.5% | $6,267+15.8% | $11,426-36.5% |