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 | $41,317 | $190,805-78.3% | $159,960-74.2% | $134,475-69.3% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -17.86% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,331 | $4,995-53.3% | $4,226-44.8% | $4,740-50.8% |
| Participant deferral / active EE | $6,376 | $6,923-7.9% | $6,182+3.1% | $6,400-0.4% |
| Admin fee / account holder | $705 | $10,471-93.3% | $8,698-91.9% | $11,426-93.8% |