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 | $28,110 | $138,044-79.6% | $125,339-77.6% | $134,475-79.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -18.76% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,132 | $5,243-78.4% | $4,814-76.5% | $4,740-76.1% |
| Participant deferral / active EE | $4,494 | $7,799-42.4% | $7,446-39.6% | $6,400-29.8% |
| Admin fee / account holder | $614 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |