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 | $31,813 | $75,828-58.0% | $147,614-78.4% | $59,632-46.7% |
| Participation rate | 77.0% | 71.6%+5.5pp | 84.6%-7.6pp | 68.7%+8.4pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,811 | $3,485-48.0% | $5,564-67.5% | $2,203-17.8% |
| Participant deferral / active EE | $2,062 | $3,130-34.1% | $4,895-57.9% | $3,192-35.4% |
| Admin fee / account holder | $1,545 | $5,985-74.2% | $11,611-86.7% | $4,297-64.0% |