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 | $40,200 | $190,805-78.9% | $159,960-74.9% | $134,475-70.1% |
| Participation rate | 84.6% | 81.9%+2.7pp | 78.0%+6.7pp | 81.2%+3.4pp |
| Annual return | -18.16% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,393 | $4,995-72.1% | $4,226-67.0% | $4,740-70.6% |
| Participant deferral / active EE | $2,254 | $6,923-67.4% | $6,182-63.5% | $6,400-64.8% |
| Admin fee / account holder | $4,486 | $10,471-57.2% | $8,698-48.4% | $11,426-60.7% |