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 | $61,040 | $160,055-61.9% | $140,016-56.4% | $135,375-54.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.38% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,278 | $6,420-48.9% | $5,606-41.5% | $4,779-31.4% |
| Participant deferral / active EE | $9,764 | $7,642+27.8% | $6,927+40.9% | $5,609+74.1% |
| Admin fee / account holder | $4,439 | $13,328-66.7% | $10,705-58.5% | $10,827-59.0% |