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 | $43,392 | $138,065-68.6% | $123,544-64.9% | $135,375-67.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.49% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $5,441 | $5,151+5.6% | $4,628+17.6% | $4,779+13.9% |
| Participant deferral / active EE | $6,901 | $6,799+1.5% | $6,426+7.4% | $5,609+23.0% |
| Admin fee / account holder | $1,357 | $10,916-87.6% | $9,284-85.4% | $10,827-87.5% |