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 | $44,569 | $138,065-67.7% | $123,544-63.9% | $135,375-67.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -8.25% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,281 | $5,151-36.3% | $4,628-29.1% | $4,779-31.3% |
| Participant deferral / active EE | $4,816 | $6,799-29.2% | $6,426-25.1% | $5,609-14.1% |
| Admin fee / account holder | $6,436 | $10,916-41.0% | $9,284-30.7% | $10,827-40.6% |