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 | $46,301 | $138,044-66.5% | $125,339-63.1% | $134,475-65.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,107 | $5,243-40.7% | $4,814-35.5% | $4,740-34.4% |
| Participant deferral / active EE | $7,897 | $7,799+1.3% | $7,446+6.0% | $6,400+23.4% |
| Admin fee / account holder | $3,048 | $11,571-73.7% | $10,010-69.5% | $11,426-73.3% |