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 | $46,409 | $135,635-65.8% | $110,238-57.9% | $135,375-65.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -7.31% | 513.19%-520.5pp | 314.74%-322.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,640 | $4,906-66.6% | $3,826-57.1% | $4,779-65.7% |
| Participant deferral / active EE | $4,051 | $5,506-26.4% | $4,672-13.3% | $5,609-27.8% |
| Admin fee / account holder | $4,845 | $11,457-57.7% | $8,547-43.3% | $10,827-55.2% |