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 5-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 | $41,153 | $133,958-69.3% | $112,228-63.3% | $134,475-69.4% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -19.04% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,502 | $4,038+61.0% | $3,635+78.9% | $4,740+37.2% |
| Participant deferral / active EE | $8,668 | $5,291+63.8% | $4,728+83.3% | $6,400+35.4% |
| Admin fee / account holder | $392 | $7,489-94.8% | $6,410-93.9% | $11,426-96.6% |