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 9-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 | $34,350 | $133,958-74.4% | $112,228-69.4% | $134,475-74.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -18.81% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,368 | $4,038-16.6% | $3,635-7.3% | $4,740-28.9% |
| Participant deferral / active EE | $6,138 | $5,291+16.0% | $4,728+29.8% | $6,400-4.1% |
| Admin fee / account holder | $2,773 | $7,489-63.0% | $6,410-56.7% | $11,426-75.7% |