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 | $41,836 | $93,024-55.0% | $77,024-45.7% | $134,475-68.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -18.15% | 62.60%-80.7pp | 42.32%-60.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $968 | $3,418-71.7% | $2,812-65.6% | $4,740-79.6% |
| Participant deferral / active EE | $2,601 | $5,238-50.3% | $4,426-41.2% | $6,400-59.4% |
| Admin fee / account holder | $822 | $6,944-88.2% | $5,425-84.8% | $11,426-92.8% |