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 | $35,982 | $92,703-61.2% | $82,719-56.5% | $134,475-73.2% |
| Participation rate | 76.2% | 75.2%+1.0pp | 72.6%+3.6pp | 81.2%-5.0pp |
| Annual return | -17.73% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,007 | $3,274-38.7% | $3,009-33.3% | $4,740-57.7% |
| Participant deferral / active EE | $2,083 | $4,802-56.6% | $4,395-52.6% | $6,400-67.5% |
| Admin fee / account holder | $2,709 | $5,983-54.7% | $5,329-49.2% | $11,426-76.3% |