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 9-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 | $53,620 | $135,635-60.5% | $110,238-51.4% | $135,375-60.4% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -4.85% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,986 | $4,906-59.5% | $3,826-48.1% | $4,779-58.4% |
| Participant deferral / active EE | $4,654 | $5,506-15.5% | $4,672-0.4% | $5,609-17.0% |
| Admin fee / account holder | $13,920 | $11,457+21.5% | $8,547+62.9% | $10,827+28.6% |