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 | $45,346 | $138,065-67.2% | $123,544-63.3% | $135,375-66.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.03% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,838 | $5,151-44.9% | $4,628-38.7% | $4,779-40.6% |
| Participant deferral / active EE | $12,136 | $6,799+78.5% | $6,426+88.9% | $5,609+116.4% |
| Admin fee / account holder | $3,117 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |