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 | $41,318 | $160,055-74.2% | $140,016-70.5% | $135,375-69.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.42% | 911.38%-918.8pp | 651.12%-658.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,719 | $6,420-57.7% | $5,606-51.5% | $4,779-43.1% |
| Participant deferral / active EE | $6,848 | $7,642-10.4% | $6,927-1.1% | $5,609+22.1% |
| Admin fee / account holder | $615 | $13,328-95.4% | $10,705-94.3% | $10,827-94.3% |