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 | $52,582 | $138,065-61.9% | $123,544-57.4% | $135,375-61.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 0.99% | 153.68%-152.7pp | 119.20%-118.2pp | 519.73%-518.7pp |
| Employer contribution / active EE | $2,897 | $5,151-43.8% | $4,628-37.4% | $4,779-39.4% |
| Participant deferral / active EE | $7,180 | $6,799+5.6% | $6,426+11.7% | $5,609+28.0% |
| Admin fee / account holder | $24,741 | $10,916+126.7% | $9,284+166.5% | $10,827+128.5% |