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 | $50,681 | $190,805-73.4% | $159,960-68.3% | $134,475-62.3% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -15.09% | 552.23%-567.3pp | 408.60%-423.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,451 | $4,995-71.0% | $4,226-65.7% | $4,740-69.4% |
| Participant deferral / active EE | $3,585 | $6,923-48.2% | $6,182-42.0% | $6,400-44.0% |
| Admin fee / account holder | $2,794 | $10,471-73.3% | $8,698-67.9% | $11,426-75.5% |