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 | $30,644 | $95,971-68.1% | $74,550-58.9% | $135,375-77.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -6.44% | 56.96%-63.4pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,608 | $2,716-40.8% | $1,961-18.0% | $4,779-66.4% |
| Participant deferral / active EE | $4,274 | $3,843+11.2% | $3,108+37.5% | $5,609-23.8% |
| Admin fee / account holder | $1,300 | $6,522-80.1% | $5,060-74.3% | $10,827-88.0% |