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 | $50,216 | $168,632-70.2% | $147,614-66.0% | $125,391-60.0% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -3.40% | 77.65%-81.0pp | 61.98%-65.4pp | 282.22%-285.6pp |
| Employer contribution / active EE | $1,512 | $6,252-75.8% | $5,564-72.8% | $4,866-68.9% |
| Participant deferral / active EE | $3,313 | $5,507-39.8% | $4,895-32.3% | $5,352-38.1% |
| Admin fee / account holder | $398 | $13,580-97.1% | $11,611-96.6% | $9,540-95.8% |