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 | $13,906 | $90,600-84.7% | $79,464-82.5% | $135,375-89.7% |
| Participation rate | 78.9% | 76.0%+2.9pp | 73.3%+5.6pp | 82.6%-3.7pp |
| Annual return | -8.71% | 977.43%-986.1pp | 718.14%-726.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,033 | $3,068-33.7% | $2,800-27.4% | $4,779-57.5% |
| Participant deferral / active EE | $3,609 | $4,050-10.9% | $3,704-2.6% | $5,609-35.6% |
| Admin fee / account holder | $760 | $5,907-87.1% | $5,113-85.1% | $10,827-93.0% |