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 | $43,060 | $160,055-73.1% | $140,016-69.2% | $135,375-68.2% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.5%-0.5pp | 82.6%+4.3pp |
| Annual return | -6.39% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,177 | $6,420-66.1% | $5,606-61.2% | $4,779-54.4% |
| Participant deferral / active EE | $2,761 | $7,642-63.9% | $6,927-60.1% | $5,609-50.8% |
| Admin fee / account holder | $1,775 | $13,328-86.7% | $10,705-83.4% | $10,827-83.6% |