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 | $26,048 | $152,509-82.9% | $117,472-77.8% | $134,475-80.6% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -17.50% | 52.99%-70.5pp | 29.74%-47.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,762 | $5,571-68.4% | $4,176-57.8% | $4,740-62.8% |
| Participant deferral / active EE | $3,373 | $4,818-30.0% | $4,070-17.1% | $6,400-47.3% |
| Admin fee / account holder | $8,971 | $7,004+28.1% | $5,645+58.9% | $11,426-21.5% |