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 | $49,101 | $133,958-63.3% | $112,228-56.2% | $134,475-63.5% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -19.05% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,351 | $4,038-66.5% | $3,635-62.8% | $4,740-71.5% |
| Participant deferral / active EE | $9,586 | $5,291+81.2% | $4,728+102.8% | $6,400+49.8% |
| Admin fee / account holder | $456 | $7,489-93.9% | $6,410-92.9% | $11,426-96.0% |