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 | $28,736 | $95,971-70.1% | $74,550-61.5% | $135,375-78.8% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.88% | 56.96%-61.8pp | 32.53%-37.4pp | 519.73%-524.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,371 | $3,843-38.3% | $3,108-23.7% | $5,609-57.7% |
| Admin fee / account holder | $5,478 | $6,522-16.0% | $5,060+8.3% | $10,827-49.4% |