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 | $41,491 | $138,065-69.9% | $123,544-66.4% | $135,375-69.4% |
| Participation rate | 70.6% | 84.7%-14.1pp | 82.3%-11.7pp | 82.6%-12.1pp |
| Annual return | -4.77% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,146 | $5,151-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $6,042 | $6,799-11.1% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $23,356 | $10,916+114.0% | $9,284+151.6% | $10,827+115.7% |