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 | $45,589 | $138,065-67.0% | $123,544-63.1% | $135,375-66.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.23% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,836 | $5,151-64.4% | $4,628-60.3% | $4,779-61.6% |
| Participant deferral / active EE | $3,542 | $6,799-47.9% | $6,426-44.9% | $5,609-36.8% |
| Admin fee / account holder | $4,086 | $10,916-62.6% | $9,284-56.0% | $10,827-62.3% |