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 | $35,199 | $138,065-74.5% | $123,544-71.5% | $135,375-74.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.69% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,925 | $5,151-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $6,665 | $6,799-2.0% | $6,426+3.7% | $5,609+18.8% |
| Admin fee / account holder | $34,389 | $10,916+215.0% | $9,284+270.4% | $10,827+217.6% |