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 | $30,283 | $95,971-68.4% | $74,550-59.4% | $135,375-77.6% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -8.48% | 56.96%-65.4pp | 32.53%-41.0pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,090 | $2,716+13.8% | $1,961+57.6% | $4,779-35.3% |
| Participant deferral / active EE | $5,477 | $3,843+42.5% | $3,108+76.2% | $5,609-2.3% |
| Admin fee / account holder | $4,936 | $6,522-24.3% | $5,060-2.4% | $10,827-54.4% |