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 | $52,687 | $138,065-61.8% | $123,544-57.4% | $135,375-61.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.36% | 153.68%-158.0pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,545 | $5,151-50.6% | $4,628-45.0% | $4,779-46.7% |
| Participant deferral / active EE | $4,563 | $6,799-32.9% | $6,426-29.0% | $5,609-18.6% |
| Admin fee / account holder | $9,044 | $10,916-17.1% | $9,284-2.6% | $10,827-16.5% |