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 7-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 | $41,739 | $138,044-69.8% | $125,339-66.7% | $134,475-69.0% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,493 | $5,243-33.4% | $4,814-27.4% | $4,740-26.3% |
| Participant deferral / active EE | $12,468 | $7,799+59.9% | $7,446+67.4% | $6,400+94.8% |
| Admin fee / account holder | $1,072 | $11,571-90.7% | $10,010-89.3% | $11,426-90.6% |