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 | $57,425 | $138,044-58.4% | $125,339-54.2% | $134,475-57.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.99% | 750.33%-769.3pp | 572.05%-591.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,116 | $5,243-21.5% | $4,814-14.5% | $4,740-13.2% |
| Participant deferral / active EE | $7,203 | $7,799-7.6% | $7,446-3.3% | $6,400+12.5% |
| Admin fee / account holder | $3,875 | $11,571-66.5% | $10,010-61.3% | $11,426-66.1% |