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 | $29,906 | $67,331-55.6% | $60,874-50.9% | $134,475-77.8% |
| Participation rate | 76.2% | 76.2%0pp | 73.1%+3.1pp | 81.2%-5.0pp |
| Annual return | -17.59% | 49.93%-67.5pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,018 | $3,096-34.8% | $2,701-25.3% | $4,740-57.4% |
| Participant deferral / active EE | $2,647 | $4,538-41.7% | $3,817-30.6% | $6,400-58.6% |
| Admin fee / account holder | $443 | $4,582-90.3% | $3,224-86.3% | $11,426-96.1% |