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 | $35,724 | $180,449-80.2% | $154,107-76.8% | $135,375-73.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.45% | 888.09%-890.5pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,464 | $6,035-59.2% | $5,298-53.5% | $4,779-48.4% |
| Participant deferral / active EE | $3,957 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $15,335 | $16,143-5.0% | $13,411+14.3% | $10,827+41.6% |