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 | $27,377 | $92,703-70.5% | $82,719-66.9% | $134,475-79.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -11.67% | 944.92%-956.6pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $705 | $3,274-78.5% | $3,009-76.6% | $4,740-85.1% |
| Participant deferral / active EE | $1,410 | $4,802-70.6% | $4,395-67.9% | $6,400-78.0% |
| Admin fee / account holder | $2,768 | $5,983-53.7% | $5,329-48.0% | $11,426-75.8% |