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 | $30,539 | $106,543-71.3% | $91,220-66.5% | $134,475-77.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.41% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,460 | $3,331-56.2% | $2,850-48.8% | $4,740-69.2% |
| Participant deferral / active EE | $4,172 | $4,719-11.6% | $4,234-1.4% | $6,400-34.8% |
| Admin fee / account holder | $2,674 | $6,231-57.1% | $5,420-50.7% | $11,426-76.6% |