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 7-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 | $39,911 | $95,971-58.4% | $74,550-46.5% | $135,375-70.5% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.24% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $661 | $2,716-75.7% | $1,961-66.3% | $4,779-86.2% |
| Participant deferral / active EE | $1,836 | $3,843-52.2% | $3,108-40.9% | $5,609-67.3% |
| Admin fee / account holder | $1,038 | $6,522-84.1% | $5,060-79.5% | $10,827-90.4% |