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 | $31,000 | $95,971-67.7% | $74,550-58.4% | $135,375-77.1% |
| Participation rate | 90.9% | 75.7%+15.3pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -3.78% | 56.96%-60.7pp | 32.53%-36.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,757 | $2,716-35.3% | $1,961-10.4% | $4,779-63.2% |
| Participant deferral / active EE | $3,711 | $3,843-3.4% | $3,108+19.4% | $5,609-33.8% |
| Admin fee / account holder | $8,387 | $6,522+28.6% | $5,060+65.8% | $10,827-22.5% |