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 | $33,162 | $133,958-75.2% | $112,228-70.5% | $134,475-75.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -17.32% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $816 | $4,038-79.8% | $3,635-77.6% | $4,740-82.8% |
| Participant deferral / active EE | $3,007 | $5,291-43.2% | $4,728-36.4% | $6,400-53.0% |
| Admin fee / account holder | $10,849 | $7,489+44.9% | $6,410+69.2% | $11,426-5.1% |