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 | $48,722 | $138,044-64.7% | $125,339-61.1% | $134,475-63.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.92% | 750.33%-768.2pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,771 | $5,243-28.1% | $4,814-21.7% | $4,740-20.4% |
| Participant deferral / active EE | $20,520 | $7,799+163.1% | $7,446+175.6% | $6,400+220.6% |
| Admin fee / account holder | $3,087 | $11,571-73.3% | $10,010-69.2% | $11,426-73.0% |