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 | $29,578 | $92,703-68.1% | $82,719-64.2% | $134,475-78.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.26% | 944.92%-961.2pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,613 | $3,274-50.7% | $3,009-46.4% | $4,740-66.0% |
| Participant deferral / active EE | $2,287 | $4,802-52.4% | $4,395-48.0% | $6,400-64.3% |
| Admin fee / account holder | $5,391 | $5,983-9.9% | $5,329+1.2% | $11,426-52.8% |