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 | $36,457 | $67,411-45.9% | $91,001-59.9% | $70,131-48.0% |
| Participation rate | 96.2% | 71.4%+24.8pp | 75.6%+20.6pp | 69.5%+26.6pp |
| Annual return | 130.97% | -40.16%+171.1pp | 4.60%+126.4pp | 73.14%+57.8pp |
| Employer contribution / active EE | $4,043 | $1,786+126.4% | $2,456+64.7% | $2,342+72.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,523 | $4,236-40.5% | $5,417-53.4% | $4,645-45.7% |