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 | $40,105 | $168,632-76.2% | $147,614-72.8% | $125,391-68.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.59% | 77.65%-81.2pp | 61.98%-65.6pp | 282.22%-285.8pp |
| Employer contribution / active EE | $1,847 | $6,252-70.5% | $5,564-66.8% | $4,866-62.1% |
| Participant deferral / active EE | $3,795 | $5,507-31.1% | $4,895-22.5% | $5,352-29.1% |
| Admin fee / account holder | $716 | $13,580-94.7% | $11,611-93.8% | $9,540-92.5% |