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 | $50,589 | $190,805-73.5% | $159,960-68.4% | $134,475-62.4% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -17.78% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,879 | $4,995-42.4% | $4,226-31.9% | $4,740-39.3% |
| Participant deferral / active EE | $8,686 | $6,923+25.5% | $6,182+40.5% | $6,400+35.7% |
| Admin fee / account holder | $4,393 | $10,471-58.0% | $8,698-49.5% | $11,426-61.6% |