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 | $45,078 | $168,632-73.3% | $147,614-69.5% | $125,391-64.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -1.24% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $5,880 | $6,252-6.0% | $5,564+5.7% | $4,866+20.8% |
| Participant deferral / active EE | $6,256 | $5,507+13.6% | $4,895+27.8% | $5,352+16.9% |
| Admin fee / account holder | $1,193 | $13,580-91.2% | $11,611-89.7% | $9,540-87.5% |