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 | $33,648 | $88,594-62.0% | $70,092-52.0% | $134,475-75.0% |
| Participation rate | 70.6% | 74.9%-4.3pp | 70.5%+0.1pp | 81.2%-10.6pp |
| Annual return | -12.32% | 442.67%-455.0pp | 190.73%-203.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,159 | $3,233-64.1% | $2,559-54.7% | $4,740-75.5% |
| Participant deferral / active EE | $1,706 | $4,772-64.2% | $3,849-55.7% | $6,400-73.3% |
| Admin fee / account holder | $719 | $10,441-93.1% | $6,267-88.5% | $11,426-93.7% |