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 | $30,446 | $95,862-68.2% | $79,550-61.7% | $134,475-77.4% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -20.10% | -2.69%-17.4pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,370 | $3,128-56.2% | $2,413-43.2% | $4,740-71.1% |
| Participant deferral / active EE | $4,392 | $4,693-6.4% | $3,985+10.2% | $6,400-31.4% |
| Admin fee / account holder | $884 | $9,126-90.3% | $6,832-87.1% | $11,426-92.3% |