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 | $42,216 | $100,754-58.1% | $86,677-51.3% | $134,475-68.6% |
| Participation rate | 91.3% | 78.9%+12.4pp | 76.6%+14.7pp | 81.2%+10.1pp |
| Annual return | -16.99% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,631 | $3,489-53.3% | $2,836-42.5% | $4,740-65.6% |
| Participant deferral / active EE | $4,658 | $5,338-12.7% | $4,656+0.1% | $6,400-27.2% |
| Admin fee / account holder | $3,591 | $10,926-67.1% | $7,493-52.1% | $11,426-68.6% |