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 | $51,253 | $138,044-62.9% | $125,339-59.1% | $134,475-61.9% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -15.10% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,053 | $5,243+15.4% | $4,814+25.7% | $4,740+27.7% |
| Participant deferral / active EE | $12,163 | $7,799+56.0% | $7,446+63.3% | $6,400+90.1% |
| Admin fee / account holder | $3,898 | $11,571-66.3% | $10,010-61.1% | $11,426-65.9% |