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 6-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 | $33,312 | $106,543-68.7% | $91,220-63.5% | $134,475-75.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -16.32% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $9,914 | $3,331+197.7% | $2,850+247.9% | $4,740+109.2% |
| Participant deferral / active EE | $5,306 | $4,719+12.4% | $4,234+25.3% | $6,400-17.1% |
| Admin fee / account holder | $501 | $6,231-92.0% | $5,420-90.8% | $11,426-95.6% |