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 | $55,218 | $92,703-40.4% | $82,719-33.2% | $134,475-58.9% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -16.39% | 944.92%-961.3pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,836 | $3,274+17.2% | $3,009+27.5% | $4,740-19.1% |
| Participant deferral / active EE | $1,880 | $4,802-60.9% | $4,395-57.2% | $6,400-70.6% |
| Admin fee / account holder | $6,038 | $5,983+0.9% | $5,329+13.3% | $11,426-47.2% |