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 | $57,611 | $135,635-57.5% | $110,238-47.7% | $135,375-57.4% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -7.33% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,012 | $4,906-38.6% | $3,826-21.3% | $4,779-37.0% |
| Participant deferral / active EE | $9,518 | $5,506+72.8% | $4,672+103.7% | $5,609+69.7% |
| Admin fee / account holder | $2,690 | $11,457-76.5% | $8,547-68.5% | $10,827-75.2% |