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 | $50,203 | $138,065-63.6% | $123,544-59.4% | $135,375-62.9% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -3.75% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $5,090 | $5,151-1.2% | $4,628+10.0% | $4,779+6.5% |
| Participant deferral / active EE | $11,889 | $6,799+74.9% | $6,426+85.0% | $5,609+112.0% |
| Admin fee / account holder | $11,159 | $10,916+2.2% | $9,284+20.2% | $10,827+3.1% |