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 | $26,179 | $133,958-80.5% | $112,228-76.7% | $134,475-80.5% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -18.56% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,160 | $4,038-46.5% | $3,635-40.6% | $4,740-54.4% |
| Participant deferral / active EE | $2,160 | $5,291-59.2% | $4,728-54.3% | $6,400-66.2% |
| Admin fee / account holder | $936 | $7,489-87.5% | $6,410-85.4% | $11,426-91.8% |