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 | $54,846 | $160,055-65.7% | $140,016-60.8% | $135,375-59.5% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -5.60% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,818 | $6,420-71.7% | $5,606-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $2,917 | $7,642-61.8% | $6,927-57.9% | $5,609-48.0% |
| Admin fee / account holder | $1,279 | $13,328-90.4% | $10,705-88.1% | $10,827-88.2% |