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 | $26,528 | $152,509-82.6% | $117,472-77.4% | $134,475-80.3% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -15.68% | 52.99%-68.7pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $244 | $5,571-95.6% | $4,176-94.2% | $4,740-94.9% |
| Participant deferral / active EE | $1,858 | $4,818-61.4% | $4,070-54.4% | $6,400-71.0% |
| Admin fee / account holder | $886 | $7,004-87.3% | $5,645-84.3% | $11,426-92.2% |