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 | $30,764 | $138,065-77.7% | $123,544-75.1% | $135,375-77.3% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -4.76% | 153.68%-158.4pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,519 | $5,151-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $3,762 | $6,799-44.7% | $6,426-41.5% | $5,609-32.9% |
| Admin fee / account holder | $3,219 | $10,916-70.5% | $9,284-65.3% | $10,827-70.3% |