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 | $32,117 | $133,958-76.0% | $112,228-71.4% | $134,475-76.1% |
| Participation rate | 84.2% | 78.6%+5.7pp | 75.1%+9.1pp | 81.2%+3.0pp |
| Annual return | -8.70% | 47.11%-55.8pp | 27.45%-36.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,079 | $5,291-41.8% | $4,728-34.9% | $6,400-51.9% |
| Admin fee / account holder | $9,091 | $7,489+21.4% | $6,410+41.8% | $11,426-20.4% |