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 | $51,179 | $138,065-62.9% | $123,544-58.6% | $135,375-62.2% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -3.43% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,825 | $5,151-64.6% | $4,628-60.6% | $4,779-61.8% |
| Participant deferral / active EE | $3,134 | $6,799-53.9% | $6,426-51.2% | $5,609-44.1% |
| Admin fee / account holder | $22,128 | $10,916+102.7% | $9,284+138.3% | $10,827+104.4% |