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 | $43,659 | $138,044-68.4% | $125,339-65.2% | $134,475-67.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -10.37% | 750.33%-760.7pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,872 | $5,243-45.2% | $4,814-40.3% | $4,740-39.4% |
| Participant deferral / active EE | $7,166 | $7,799-8.1% | $7,446-3.8% | $6,400+12.0% |
| Admin fee / account holder | $7,709 | $11,571-33.4% | $10,010-23.0% | $11,426-32.5% |