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 | $50,115 | $180,449-72.2% | $154,107-67.5% | $135,375-63.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.69% | 888.09%-895.8pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,349 | $6,035-77.6% | $5,298-74.5% | $4,779-71.8% |
| Participant deferral / active EE | $4,709 | $5,806-18.9% | $5,081-7.3% | $5,609-16.0% |
| Admin fee / account holder | $760 | $16,143-95.3% | $13,411-94.3% | $10,827-93.0% |