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 | $45,097 | $84,402-46.6% | $61,373-26.5% | $134,475-66.5% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -14.29% | 584.55%-598.8pp | 338.61%-352.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,239 | $1,544-19.8% | $1,159+6.9% | $4,740-73.9% |
| Participant deferral / active EE | $7,022 | $2,819+149.1% | $2,125+230.5% | $6,400+9.7% |
| Admin fee / account holder | $3,588 | $2,585+38.8% | $2,130+68.5% | $11,426-68.6% |