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 | $40,337 | $168,632-76.1% | $147,614-72.7% | $125,391-67.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.85% | 77.65%-80.5pp | 61.98%-64.8pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,126 | $6,252-66.0% | $5,564-61.8% | $4,866-56.3% |
| Participant deferral / active EE | $3,193 | $5,507-42.0% | $4,895-34.8% | $5,352-40.3% |
| Admin fee / account holder | $1,597 | $13,580-88.2% | $11,611-86.2% | $9,540-83.3% |