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 | $38,967 | $138,065-71.8% | $123,544-68.5% | $135,375-71.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,079 | $5,151-59.6% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $5,410 | $6,799-20.4% | $6,426-15.8% | $5,609-3.5% |
| Admin fee / account holder | $486 | $10,916-95.5% | $9,284-94.8% | $10,827-95.5% |