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 8-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 | $27,610 | $76,000-63.7% | $154,107-82.1% | $64,186-57.0% |
| Participation rate | 73.3% | 70.4%+2.9pp | 83.0%-9.7pp | 69.6%+3.8pp |
| Annual return | -4.07% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $433 | $3,351-87.1% | $5,298-91.8% | $2,381-81.8% |
| Participant deferral / active EE | $3,942 | $3,175+24.2% | $5,081-22.4% | $3,470+13.6% |
| Admin fee / account holder | $1,031 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |