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 | $38,651 | $180,449-78.6% | $154,107-74.9% | $135,375-71.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.70% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,859 | $6,035-69.2% | $5,298-64.9% | $4,779-61.1% |
| Participant deferral / active EE | $5,320 | $5,806-8.4% | $5,081+4.7% | $5,609-5.1% |
| Admin fee / account holder | $4,873 | $16,143-69.8% | $13,411-63.7% | $10,827-55.0% |