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 | $40,937 | $95,971-57.3% | $74,550-45.1% | $135,375-69.8% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -7.30% | 56.96%-64.3pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,361 | $2,716-49.9% | $1,961-30.6% | $4,779-71.5% |
| Participant deferral / active EE | $3,700 | $3,843-3.7% | $3,108+19.0% | $5,609-34.0% |
| Admin fee / account holder | $7,697 | $6,522+18.0% | $5,060+52.1% | $10,827-28.9% |