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 | $41,220 | $97,757-57.8% | $83,848-50.8% | $135,375-69.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -0.89% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.6pp |
| Employer contribution / active EE | $3,110 | $4,222-26.3% | $3,631-14.3% | $4,779-34.9% |
| Participant deferral / active EE | $4,898 | $4,682+4.6% | $4,082+20.0% | $5,609-12.7% |
| Admin fee / account holder | $448 | $6,674-93.3% | $5,478-91.8% | $10,827-95.9% |