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 | $31,241 | $92,703-66.3% | $82,719-62.2% | $134,475-76.8% |
| Participation rate | 78.9% | 75.2%+3.8pp | 72.6%+6.4pp | 81.2%-2.3pp |
| Annual return | -14.35% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $431 | $3,274-86.8% | $3,009-85.7% | $4,740-90.9% |
| Participant deferral / active EE | $3,253 | $4,802-32.3% | $4,395-26.0% | $6,400-49.2% |
| Admin fee / account holder | $2,920 | $5,983-51.2% | $5,329-45.2% | $11,426-74.4% |