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 | $54,008 | $180,449-70.1% | $154,107-65.0% | $135,375-60.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.98% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,436 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $3,527 | $5,806-39.2% | $5,081-30.6% | $5,609-37.1% |
| Admin fee / account holder | $1,914 | $16,143-88.1% | $13,411-85.7% | $10,827-82.3% |