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 | $46,873 | $91,538-48.8% | $129,995-63.9% | $75,163-37.6% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 18.11% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,896 | $4,341+35.8% | $5,820+1.3% | $4,125+42.9% |
| Admin fee / account holder | $774 | $6,790-88.6% | $10,614-92.7% | $5,651-86.3% |