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 | $43,369 | $78,694-44.9% | $67,652-35.9% | $125,391-65.4% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -2.83% | 9.46%-12.3pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $1,992 | $3,044-34.6% | $2,266-12.1% | $4,866-59.1% |
| Participant deferral / active EE | $2,744 | $4,292-36.1% | $3,560-22.9% | $5,352-48.7% |
| Admin fee / account holder | $535 | $7,403-92.8% | $4,821-88.9% | $9,540-94.4% |