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 | $53,534 | $180,449-70.3% | $154,107-65.3% | $135,375-60.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -2.50% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $5,535 | $6,035-8.3% | $5,298+4.5% | $4,779+15.8% |
| Participant deferral / active EE | $4,691 | $5,806-19.2% | $5,081-7.7% | $5,609-16.4% |
| Admin fee / account holder | $23,984 | $16,143+48.6% | $13,411+78.8% | $10,827+121.5% |