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 | $33,344 | $76,000-56.1% | $154,107-78.4% | $64,186-48.1% |
| Participation rate | 70.6% | 70.4%+0.2pp | 83.0%-12.4pp | 69.6%+1.0pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,464 | $3,351-56.3% | $5,298-72.4% | $2,381-38.5% |
| Participant deferral / active EE | $3,147 | $3,175-0.9% | $5,081-38.1% | $3,470-9.3% |
| Admin fee / account holder | $9,149 | $5,596+63.5% | $13,411-31.8% | $4,888+87.2% |