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 | $32,002 | $95,862-66.6% | $79,550-59.8% | $134,475-76.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -19.66% | -2.69%-17.0pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $842 | $3,128-73.1% | $2,413-65.1% | $4,740-82.2% |
| Participant deferral / active EE | $5,557 | $4,693+18.4% | $3,985+39.4% | $6,400-13.2% |
| Admin fee / account holder | $869 | $9,126-90.5% | $6,832-87.3% | $11,426-92.4% |