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 | $33,409 | $97,757-65.8% | $83,848-60.2% | $135,375-75.3% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -9.39% | 1287.37%-1296.8pp | 850.88%-860.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,334 | $4,222+26.4% | $3,631+46.9% | $4,779+11.6% |
| Participant deferral / active EE | $4,808 | $4,682+2.7% | $4,082+17.8% | $5,609-14.3% |
| Admin fee / account holder | $1,494 | $6,674-77.6% | $5,478-72.7% | $10,827-86.2% |