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 | $35,687 | $133,958-73.4% | $112,228-68.2% | $134,475-73.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.34% | 47.11%-59.5pp | 27.45%-39.8pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,646 | $4,038-59.2% | $3,635-54.7% | $4,740-65.3% |
| Participant deferral / active EE | $1,788 | $5,291-66.2% | $4,728-62.2% | $6,400-72.1% |
| Admin fee / account holder | $2,567 | $7,489-65.7% | $6,410-60.0% | $11,426-77.5% |