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 | $42,178 | $138,065-69.5% | $123,544-65.9% | $135,375-68.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.55% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,241 | $5,151-17.7% | $4,628-8.4% | $4,779-11.3% |
| Participant deferral / active EE | $11,432 | $6,799+68.1% | $6,426+77.9% | $5,609+103.8% |
| Admin fee / account holder | $4,572 | $10,916-58.1% | $9,284-50.8% | $10,827-57.8% |