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 | $36,585 | $180,449-79.7% | $154,107-76.3% | $135,375-73.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.72% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,874 | $6,035-68.9% | $5,298-64.6% | $4,779-60.8% |
| Participant deferral / active EE | $4,912 | $5,806-15.4% | $5,081-3.3% | $5,609-12.4% |
| Admin fee / account holder | $15,915 | $16,143-1.4% | $13,411+18.7% | $10,827+47.0% |