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 | $47,996 | $138,044-65.2% | $125,339-61.7% | $134,475-64.3% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -12.43% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,220 | $5,243-76.7% | $4,814-74.6% | $4,740-74.3% |
| Participant deferral / active EE | $3,578 | $7,799-54.1% | $7,446-51.9% | $6,400-44.1% |
| Admin fee / account holder | $359 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |