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 | $43,360 | $190,805-77.3% | $159,960-72.9% | $134,475-67.8% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -15.02% | 552.23%-567.3pp | 408.60%-423.6pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,654 | $4,995+13.2% | $4,226+33.8% | $4,740+19.3% |
| Participant deferral / active EE | $11,175 | $6,923+61.4% | $6,182+80.8% | $6,400+74.6% |
| Admin fee / account holder | $2,930 | $10,471-72.0% | $8,698-66.3% | $11,426-74.4% |